Daniel Brandfast, financial advisor Lenoir City TN
81 score

Daniel Brandfast

CRD Number: 1346737
Current Firm: First American National Investment Advisors, LLC

Daniel Brandfast (CRD# 1346737) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Lenoir City, TN and has over 31 years of experience in the finance industry.

Similar Advisors
Spencer Hall, financial advisor Lenoir City TN
Spencer S. Hall
CRD# 5821183
Retirement Planning Services, LLC
Score
100
Similar Advisors
Michael Cox, financial advisor Lenoir City TN
Michael E. Cox
CRD# 2129658
Cw Securities, LLC
Score
98
Similar Advisors
Ralph Alexander, financial advisor Lenoir City TN
Ralph Alexander
CRD# 2822
Ameriprise Financial Services, Inc.
Score
96
Company Name Location Dates Years
Retirendignity LLC Lenoir City, TN Jan 2011 - Current 5
Hbw Advisory Services LLC Simi Valley, CA Aug 2008 - Current 8
Hbw Securities LLC Simi Valley, CA Jan 2006 - Current 10
Brandfast & Associates, Inc. Lenoir City, TN Sep 2004 - Current 12
Hbw Insurance & Financial Insurance Services, Inc. Simi Valley, CA Feb 2003 - Current 13
Alaska Properties LLC Unknown, AK Oct 2008 - Oct 2008 < 1
Hbw Insurance And Financial Services, Inc. Simi Valley, CA Jan 2006 - Oct 2007 1
Hbw Mortgage Inc. Simi Valley, CA Mar 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S65 NASAA Investment Advisors Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Daniel G. Brandfast
Phone Number: 770-814-4235
Firm Website: https://www.fanria.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $54,924
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
81

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.