Brandon Vincent (CRD# 6166222) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Taylors, SC and has over 5 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakwood Capital Securities, Inc. | Taylors, SC | Dec 2022 - Current | 1 |
| Oakwood Capital, Inc. | Taylors, SC | Dec 2022 - Current | 1 |
| First Command Financial Planning | Fort Worth, TX | Apr 2021 - Dec 2022 | 1 |
| First Command Advisory Services | Fort Worth, TX | Apr 2021 - Dec 2022 | 1 |
| First Command Insurance Services | Fort Worth, TX | Apr 2021 - Dec 2022 | 1 |
| Mml Investors Services, LLC | Greenville, SC | Jun 2020 - Mar 2021 | < 1 |
| Mass Mutual Life Insurance Company | Greenville, SC | Jun 2019 - Mar 2021 | 1 |
| Self Employed | Charleston, SC | Jul 2008 - Mar 2021 | 12 |
| Mutual Of Omaha Investor Services | Greenville, SC | May 2018 - Jun 2019 | 1 |
| Mutual Of Omaha Insurance Company | Greenville, SC | Jul 2014 - Jun 2019 | 4 |
| The Assurance Group | Charleston, SC | Jan 2016 - Jun 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- SC
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Total Assets Under Management221MILLIONS
-
Total Number of Accounts977ACCOUNTS
-
Average Account Value$225,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
AZ, CA, CO, FL, IA, MN, MT, ND, SC, SD, TX, WI
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