Brandon Neal, financial advisor Bowling Green KY
93 score

Brandon Neal

CRD Number: 3176903
Current Firm: Investment Professionals, Inc.

Brandon Neal (CRD# 3176903) is an Investment Advisor Representative working at Investment Professionals, Inc. in Bowling Green, KY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cssc Brokerage Services, Inc. Bowling Green, KY Feb 2014 - Current 2
Cssc Investment Advisory Services, Inc. Bowling Green, KY Feb 2014 - Current 2
Monticello Banking Company Bowling Green, KY Jan 2014 - Current 2
Morgan Stanley Smith Barney Louisville, KY Feb 2012 - Jan 2014 1
J.p. Morgan Securities Inc. Bowling Green, KY Mar 2007 - Feb 2012 4
Bear, Stearns & Company Inc. Bowling Green, KY Oct 2008 - Oct 2008 < 1
Northwestern Mutual Investment Services, LLC Bowling Green, KY Mar 2004 - Mar 2007 3
The Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2002 - Mar 2007 4
Northwestern Mutual Investment Services, LLC Louisville, KY Oct 2002 - Mar 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Brandon A. Neal
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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