Brandon Sproles (CRD# 4055034) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nfp Retirement | Aliso Viejo, CA | Dec 2021 - Current | 2 |
| Afs Advisors, LLC | Suwanee, GA | Jan 2011 - Mar 2022 | 11 |
| Advanced Financial Strategists, Inc. | Suwanee, GA | Jan 2011 - Dec 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
- CA
- GA
-
Total Assets Under Management96,454MILLIONS
-
Total Number of Accounts5,514ACCOUNTS
-
Average Account Value$17,492,654
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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