Brandon Beall (CRD# 5061633) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 10 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearwater Advisors, LLC | Boise, ID | Sep 2021 - Current | 2 |
| U.s. Senate Committee On Finance | Washington, DC | Jan 2021 - Sep 2021 | < 1 |
| U.s. Senate Committee On Banking, Housing, And Urban Affairs | Washington, DC | Feb 2017 - Jan 2021 | 3 |
| Regions Bank | Washington, DC | Mar 2015 - Feb 2017 | 1 |
| U.s. House Of Representatives | Washington, DC | Nov 2014 - Mar 2015 | < 1 |
| Pimco Investments LLC | New York, NY | Jun 2013 - Oct 2014 | 1 |
| Pacific Investment Management Company LLC | New York, NY | Aug 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
- CA
- ID
- WA
-
Total Assets Under Management3,798MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$48,688,717
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, ID, MI, OR, WA
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.