Brandon Archibald, financial advisor Tilton NH

Brandon Archibald

CRD Number: 5831079
Current Firm: The Ivy League Advisory Group, LLC

Brandon Archibald (CRD# 5831079) is an Investment Advisor Representative working at The Ivy League Advisory Group, LLC in Tilton, NH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
The Ivy League Advisory Group, LLC Tilton, NH Nov 2014 - Current 9
Gradient Advisors, LLC Arden Hills, MN Feb 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S65 NASAA Investment Advisors Law Examination Apr 2013
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brandon Archibald
Phone Number: 603-899-7572
Firm Website: http://theivyag.com
Registered State(s):
  • AZ
  • NH
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $78,026
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, NH, VT

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