Brandon BookerCRD Number: 6757636
Current Firm: Vanguard Advisers, Inc.
Brandon Booker (CRD# 6757636) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 2 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|The Vanguard Group, Inc.||Scottsdale, AZ||Jan 2021 - Current||< 1|
|Unemployed||Phoenix, AZ||Sep 2020 - Dec 2020||< 1|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Nov 2019 - Aug 2020||< 1|
|Securities America, Inc.||La Vista, NE||Jun 2017 - Oct 2019||2|
|Advance Services Inc/omaha Steaks||Omaha, NE||Apr 2017 - May 2017||< 1|
|Td Ameritrade||Omaha, NE||Feb 2017 - Mar 2017||< 1|
|Advance Services Inc/omaha Steaks||Omaha, NE||Jan 2017 - Feb 2017||< 1|
|Express Employment Professionals/omaha Steaks||Omaha, NE||Dec 2016 - Jan 2017||< 1|
|Umb Bank, N.a.||Omaha, NE||Jun 2016 - Dec 2016||< 1|
|Fedex Office||Omaha, NE||Apr 2014 - Oct 2016||2|
|Bank Of The West||Omaha, NE||Dec 2015 - Feb 2016||< 1|
|Pepperjax Grill||Omaha, NE||Aug 2011 - Dec 2014||3|
|Precision Time Company||Omaha, NE||Oct 2009 - Mar 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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