Brandon DempseyCRD Number: 6684286
Current Firm: Budros, Ruhlin & Roe, Inc.
Brandon Dempsey (CRD# 6684286) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 3 years of experience in the finance industry. Brandon Dempsey 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.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|Budros, Ruhlin & Roe||Columbus, OH||Aug 2021 - Current||< 1|
|Hamilton Capital, LLC||Columbus, OH||Jan 2021 - Aug 2021||< 1|
|Hamilton Capital, LLC||Columbus, OH||Oct 2019 - Dec 2020||1|
|Hamilton Capital Management, Inc.||Columbus, OH||May 2018 - Sep 2019||1|
|Hamilton Capital Management, Inc.||Columbus, OH||Jun 2017 - May 2018||< 1|
|Unemployed||Columbus, OH||Mar 2017 - Jun 2017||< 1|
|Bank Of America Merrill Lynch||Charlotte, NC||Jul 2016 - Mar 2017||< 1|
|Aerotek||Charlotte, NC||Jun 2014 - Jul 2016||2|
|Cross Creek Plantation||Seneca, SC||Nov 2013 - Jun 2014||< 1|
|Wingin It||Clemson, SC||May 2013 - Nov 2013||< 1|
|Lev's Pawn Shop (seasonal)||Columbus, OH||Jun 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
Total Assets Under Management3,020MILLIONS
Total Number of Accounts7,165ACCOUNTS
Average Account Value$421,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, IN, KY, MA, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV
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