Brandon Peterson (CRD# 5009898) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Gainesville, FL and has over 16 years of experience in the finance industry.
CRD# 6799435
Charles Schwab & Company, Inc.
CRD# 3100041
Ubs Financial Services Inc.
CRD# 6763204
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fusion Capital Management | Gainesville, FL | Jan 2018 - Current | 6 |
| Dtrt Insurance Services | Gainesville, FL | Jan 2018 - Current | 6 |
| Dtrt Advisors | Gainesville, FL | Jan 2018 - Current | 6 |
| Unemployed | Gainesville, FL | Aug 2017 - Jan 2018 | < 1 |
| Markey Wealth Management, Inc. | Gainesville, FL | Jan 2015 - Aug 2017 | 2 |
| Markey Investment Management | Gainesville, FL | Jan 2015 - Aug 2017 | 2 |
| Markey Insurance Associates | Gainesville, FL | Jan 2015 - Aug 2017 | 2 |
| Amelia's | Gainesville, FL | Nov 2014 - Jan 2015 | < 1 |
| K&k Property Preservation | Gainesville, FL | Oct 2014 - Nov 2014 | < 1 |
| Goodwill Industries Big Bend | Tallahassee, FL | Mar 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- FL
-
Total Assets Under Management850MILLIONS
-
Total Number of Accounts7,997ACCOUNTS
-
Average Account Value$106,235
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.