Brandon Corlett (CRD# 5987965) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 11 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Confluence Wealth Services, Inc. | Pittsburgh, PA | Jul 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Pittsburgh, PA | Oct 2017 - Jul 2021 | 3 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh, PA | Oct 2017 - Jul 2021 | 3 |
| Greycourt And Co, Inc. | Pittsburgh, PA | Jan 2016 - Oct 2017 | 1 |
| Raymond James Financial Services Advisors Inc. | Canonsburg, PA | Jul 2012 - Apr 2016 | 3 |
| Raymond James Financial Services, Inc. | Canonsburg, PA | Oct 2011 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- PA
- TX
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Total Assets Under Management3,056MILLIONS
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Total Number of Accounts8,055ACCOUNTS
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Average Account Value$379,330
- A percentage of assets under your management
- 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, AZ, CA, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV
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