Brandon StockmanCRD Number: 5433660
Current Firm: Summit Financial Group Inc.
Brandon Stockman (CRD# 5433660) is an Investment Advisor Representative working at Summit Financial Group Inc. in Fortuna, CA and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Eureka Financial Planners, LLC
Wells Fargo Advisors, LLC
|Summit Brokerage Services Inc.||Fortuna, CA||Oct 2007 - Current||9|
|David Pierce Architect||Ferndale, CA||May 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV