William Branham (CRD# 1780061) is an Investment Advisor Representative working at Lpl Financial LLC in Friendswood, TX and has over 36 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Friendswood, TX | Feb 2024 - Current | < 1 |
| Avantax Insurance Agency, LLC | Friendswood, TX | Jan 2018 - Feb 2024 | 6 |
| Avantax Advisory Services | Friendswood, TX | Feb 1994 - Feb 2024 | 30 |
| Avantax Investment Services, Inc. | Friendswood, TX | Dec 1987 - Feb 2024 | 36 |
| Wm. Stanton Brandham, Cpa | Friendswood, TX | May 1984 - Feb 2024 | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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