Brandon AlleyCRD Number: 6287768
Current Firm: Patriot Investment Management Group Inc.
Brandon Alley (CRD# 6287768) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 4 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Patriot Investment Management Group Inc.||Knoxville, TN||Jul 2017 - Current||< 1|
|Brogan Financial Inc.||Knoxville, TN||Feb 2013 - Jul 2017||4|
|Difi Solutions||Knoxville, TN||Mar 2010 - Feb 2013||2|
|Blue Ridge Mountain Sports||Knoxville, TN||Jun 2007 - Mar 2010||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management761MILLIONS
Total Number of Accounts3,579ACCOUNTS
Average Account Value$212,569
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, GA, KY, LA, MI, NC, NE, NH, NY, OH, SC, TN, TX, VA, WI