Brandon Blanchard, financial advisor Gulfport MS

Brandon Blanchard

CRD Number: 7033571
Current Firm: Ae Wealth Management, LLC

Brandon Blanchard (CRD# 7033571) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Gulfport, MS and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS May 2019 - Current 4
Gregory Ricks & Associates Metairie, LA May 2018 - Current 5
J.w. Cole Advisors, Inc. Tampa, FL Apr 2019 - May 2019 < 1
Global Financial Private Capital, LLC Sarasota, FL Oct 2018 - Apr 2019 < 1
Design Engineering, Inc. Metairie, LA Apr 2018 - May 2018 < 1
Uber New Orleans, LA Jan 2018 - Apr 2018 < 1
Postlethwaite & Netterville New Orleans, LA Aug 2014 - Dec 2017 3
Legier & Company, Apac New Orleans, LA Jun 2014 - Aug 2014 < 1
5-star Food Services, LLC Harvey, LA Jul 2010 - Aug 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Brandon M. Blanchard
Phone Number: 866-363-9595
Registered State(s):
  • LA
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    27,083
    MILLIONS
  • Total Number of Accounts
    277,294
    ACCOUNTS
  • Average Account Value
    $97,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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