Brandon Lunke (CRD# 5611261) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brentwood, TN and has over 14 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mass Mutual | Brentwood, TN | Sep 2020 - Current | 3 |
| Cova Wealth Management | Brentwood, TN | Sep 2020 - Current | 3 |
| Raymond James Financial Services Advisors Inc. | Brentwood, TN | Oct 2015 - Current | 8 |
| Raymond James Financial Services, Inc. | Brentwood, TN | Sep 2015 - Current | 8 |
| Franklin Synergy Bank | Brentwood, TN | Mar 2016 - Sep 2018 | 2 |
| Rbl Investments LLC | Brentwood, TN | Oct 2006 - Feb 2017 | 10 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2015 - Sep 2015 | < 1 |
| Northwestern Mutual Investment Services, LLC | Nashville, TN | Jan 2012 - Sep 2015 | 3 |
| Northwestern Mutual Investment Services, LLC | Franklin, TN | Nov 2008 - Sep 2015 | 6 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2008 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- TN
- TX
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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