Brandon Driscoll, financial advisor Auburn IN

Brandon Driscoll

CRD Number: 7504944
Current Firm: Cx Institutional, LLC

Brandon Driscoll (CRD# 7504944) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

Similar Advisors
Michael Albertson, financial advisor Auburn IN
Michael L. Albertson
CRD# 5440171
Secure Asset Management, LLC
Similar Advisors
Thomas Albright, financial advisor Auburn IN
Thomas W. Albright
CRD# 1200534
Raymond James & Associates, Inc.
Similar Advisors
Jamie Andersen, financial advisor Auburn IN
Jamie L. Andersen
CRD# 4815526
Lincoln Financial Advisors Corporation
Company Name Location Dates Years
Cx Institutional Auburn, IN Feb 2022 - Current 2
Unemployed Spokane, WA Jun 2021 - Feb 2022 < 1
Nxnw Retail Spokane, WA Sep 2019 - Jun 2021 1
Norco Heating And Air Spokane, WA Jun 2019 - Sep 2019 < 1
Eastern Washington University Cheney, WA Sep 2018 - Jun 2019 < 1
Norco Heating And Air Spokane, WA Jun 2018 - Sep 2018 < 1
University Of Washington Spokane, WA Sep 2017 - Jun 2018 < 1
A To Z Rental Spokane, WA Jun 2017 - Sep 2017 < 1
University Of Washington Seattle, WA Sep 2016 - Jun 2017 < 1
Spokane County Parks And Rec Spokane, WA Jun 2013 - Sep 2016 3
Central Valley High School Spokane, WA Sep 2011 - Jun 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Brandon B. Driscoll
Phone Number: 260-927-1830
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,387
    MILLIONS
  • Total Number of Accounts
    8,548
    ACCOUNTS
  • Average Account Value
    $279,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.