Brandon Gerfen (CRD# 6459499) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trajan Wealth LLC | Scottsdale, AZ | Apr 2021 - Current | 3 |
| Divine Catering LLC | Longview, TX | Jan 2018 - Current | 6 |
| Big G Rental Homes LLC | Longview, TX | Aug 2013 - Current | 10 |
| Edward Jones | St Louis, MO | Feb 2020 - Nov 2020 | < 1 |
| Jp Morgan Securities LLC | Longview, TX | Feb 2015 - Jan 2018 | 2 |
| Jp Morgan Chase Bank | Longview, TX | Dec 2014 - Jan 2018 | 3 |
| United States Marine Corps | Fort Worth, TX | Feb 2012 - Sep 2017 | 5 |
| Patterson Nissan | Longview, TX | Nov 2014 - Nov 2014 | < 1 |
| Fenton Honda | Longview, TX | Dec 2013 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- TX
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Total Assets Under Management1,365MILLIONS
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Total Number of Accounts13,372ACCOUNTS
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Average Account Value$102,108
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, LA, MI, MN, MO, MT, NC, NE, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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