Elvis Brandon, financial advisor Memphis TN

Elvis Brandon

CRD Number: 1128321
Current Firm: Brandon Financial Planning, Inc.

Elvis Brandon (CRD# 1128321) is an Investment Advisor Representative working at Brandon Financial Planning, Inc. in Memphis, TN and has over 40 years of experience in the finance industry. Elvis Brandon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brandon Investments, Inc. Memphis, TN Nov 1982 - Current 41
Brandon Financial Planning, Inc. Memphis, TN Nov 1982 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for Elvis D. Brandon
Phone Number: 901-324-6600
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    328
    MILLIONS
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $458,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, FL, GA, MS, NC, TN, TX

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