Brandon Cowart, financial advisor Jacksonville FL
89 score

Brandon Cowart

CRD Number: 5941985
Current Firm: Signator Investors, Inc.

Brandon Cowart (CRD# 5941985) is an Investment Advisor Representative working at Signator Investors, Inc. in Jacksonville, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Jacksonville, FL May 2016 - Current < 1
Transamerica Financial Advisors, Inc. Jacksonville, FL Sep 2011 - Current 5
Retirement Resources, Inc. Jacksonville, FL Jun 2011 - Current 5
Unemployed Tallahassee, FL Jan 2009 - May 2011 2
Pizza Hut Tallahassee, FL Jan 2008 - Dec 2008 < 1
Unemployed Tallahassee, FL Nov 2007 - Dec 2007 < 1
Saint Johns Golf And Country Club Jacksonville, FL Mar 2007 - Oct 2007 < 1
Palencia Club Saint Augustine, FL Oct 2005 - Mar 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Brandon K. Cowart
Phone Number: 800-543-6611
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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