Brendan Haggard
CRD Number: 7357155Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Brendan Haggard (CRD# 7357155) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orland Park, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Orland Park, IL | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orland Park, IL | Nov 2022 - Current | 1 |
| Guardian Life Insurance Company | Deerfield, IL | Aug 2022 - Nov 2022 | < 1 |
| Park Avenue Securities | Deerfield, IL | Jan 2022 - Nov 2022 | < 1 |
| Pietsch Financial Group | Deerfield, IL | Aug 2021 - Nov 2022 | 1 |
| Northwestern Mutual | Downers Grove, IL | May 2021 - Jul 2021 | < 1 |
| Governors State University | University Park, IL | Aug 2018 - May 2021 | 2 |
| Brickstone Brewery | Bourbonnais, IL | Jan 2017 - May 2021 | 4 |
| Southern Illinois University | Carbondale, IL | Aug 2017 - May 2018 | < 1 |
| Kankakee Community College | Kankakee, IL | Aug 2016 - May 2017 | < 1 |
| Bourbonnais Park District | Bourbonnais, IL | Oct 2016 - Jan 2017 | < 1 |
| Unemployed | Bourbonnais, IL | May 2016 - Oct 2016 | < 1 |
| Kmart | Bradley, IL | May 2015 - May 2016 | 1 |
| Transform Holdco LLC | Bradley, IL | Mar 2015 - May 2016 | 1 |
| Student | Bourbonnais, IL | Jan 2009 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- IL
- 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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