Brandon Kurz (CRD# 6091298) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 11 years of experience in the finance industry. Brandon Kurz 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# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversifi Capital Llc (formerly Compass Capital Management) | San Francisco, CA | Jul 2020 - Current | 3 |
| Compass Capital Management Group | Redwood City, CA | Jun 2020 - Jul 2020 | < 1 |
| Mercer Advisors | Newport Beach, CA | Sep 2018 - Jun 2020 | 1 |
| Unemployed | San Diego, CA | Jul 2018 - Aug 2018 | < 1 |
| Aldrich Wealth LP | San Diego, CA | Mar 2016 - Jun 2018 | 2 |
| Akt/aldrich Wealth Advisors, LP | San Diego, CA | Feb 2016 - Jun 2018 | 2 |
| Dragon Financial Group | San Mateo, CA | Jun 2014 - Feb 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- TX
-
Total Assets Under Management288MILLIONS
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Total Number of Accounts698ACCOUNTS
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Average Account Value$412,047
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
CA, CO, DC, NH, NY, OR, TX, VA, WA
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