Robert BrannanCRD Number: 6059550
Current Firm: Uwharre Investment Advisors, Inc.
Robert Brannan (CRD# 6059550) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Concord, NC and has over 5 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Private Client Services LLC||Louisville, KY||Apr 2012 - Current||5|
|Uwharrie Capital Corp||Albemarle, NC||Feb 2008 - Current||9|
|Michael Waltrip Racing||Cornelius, NC||Jun 2006 - Feb 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management144MILLIONS
Total Number of Accounts638ACCOUNTS
Average Account Value$224,969
- A percentage of assets under your management
- 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