Marshall Brannock (CRD# 6393181) is an Investment Advisor Representative working at Balentine in Raleigh, NC and has over 9 years of experience in the finance industry. Marshall Brannock 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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Balentine, LLC | Raeligh, NC | Sep 2021 - Current | 2 |
| The Vanguard Group, Inc. | Charlotte, NC | Jul 2015 - Sep 2021 | 6 |
| Self Employed | Atlanta, GA | Jan 2018 - Aug 2018 | < 1 |
| University Of Virginia Community Credit Union, Member Options | Charlottesville, VA | Mar 2015 - Jun 2015 | < 1 |
| Mml Investors Services, LLC | Glen Allen, VA | Dec 2014 - Feb 2015 | < 1 |
| Massachusetts Mutual Life Insurance Co | Glen Allen, VA | Sep 2014 - Feb 2015 | < 1 |
| Birdwood Golf Course | Charlottesville, NC | May 2014 - Sep 2014 | < 1 |
| Breakers Bar And Grill | Columbia, SC | Sep 2012 - May 2014 | 1 |
| University Of South Carolina | Columbia, SC | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
- NC
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Total Assets Under Management4,691MILLIONS
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Total Number of Accounts3,512ACCOUNTS
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Average Account Value$1,335,787
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, FL, GA, IL, LA, NC, NJ, NY, SC, TN, TX, VA, WV
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