Brandy Hydrick, financial advisor Charlotte NC
90 score

Brandy Hydrick

CRD Number: 4580021
Current Firm: Welch Hornsby, Inc.

Brandy Hydrick (CRD# 4580021) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Charlotte, NC and has 1 year of experience in the finance industry. Brandy Hydrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Welch Hornsby, Inc. Montgomery, AL Jan 2014 - Current 2
Hydrick Financial, LLC Charlotte, NC Jun 2009 - Current 7
Charles D. Haines, LLC Birmingham, AL Oct 2001 - Feb 2009 7

Brandy Hydrick has no recent exams reported.
Contact Info for Brandy B. Hydrick
Phone Number: 334-272-1192
Registered State(s):
  • AL
  • NC
By the Numbers
  • Total Assets Under Management
    1,674
    MILLIONS
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $3,702,571
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, FL, GA, LA, MS, NC, TN, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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