Branden Vachon (CRD# 7624015) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mayfield Heights, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Mayfield Heights, OH | Nov 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mayfield Heights, OH | Aug 2022 - Current | 1 |
| American Income And Life Insurance Company | Brunswick, OH | Apr 2022 - May 2022 | < 1 |
| Crosscountry Mortgage | Brecksville, OH | May 2021 - Apr 2022 | < 1 |
| Rocket Mortgage | Cleveland, OH | Dec 2019 - Mar 2021 | 1 |
| Deck Rescue | North Royalton, OH | May 2017 - Dec 2019 | 2 |
| Ruffalo Noel Levitz | Columbus, OH | Sep 2017 - Apr 2019 | 1 |
| Meijer | Ontario, OH | Oct 2016 - Apr 2017 | < 1 |
| Two Men And A Truck | Brunswick, OH | May 2016 - Sep 2016 | < 1 |
| Panera Bread | Brunswick, OH | Jan 2016 - Jun 2016 | < 1 |
| Ohio University | Athens, OH | Sep 2015 - Jan 2016 | < 1 |
| Buehler's Fresh Foods | Brunswick, OH | May 2015 - Sep 2015 | < 1 |
| Panera Bread | Brunswick, OH | Feb 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- OH
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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