Brandon Lunke, financial advisor Franklin TN
93 score

Brandon Lunke

CRD Number: 5611261
Current Firm: Raymond James Financial Services Advisors, Inc.

Brandon Lunke (CRD# 5611261) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Franklin, TN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Franklin Synergy Bank Franklin, TN Mar 2016 - Current < 1
Raymond James Financial Services Advisors Inc. Franklin, TN Oct 2015 - Current 1
Raymond James Financial Services, Inc. Nashville, TN Sep 2015 - Current 1
Rbl Investments LLC Nashville, TN Oct 2006 - Current 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
Wachovia Brentwood, TN Jan 2004 - Oct 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Brandon K. Lunke
Phone Number: 727-567-5877
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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