Brandon Kipp, financial advisor West Burlington IA
93 score

Brandon Kipp

CRD Number: 5584157
Current Firm: Sorrento Pacific Financial, LLC

Brandon Kipp (CRD# 5584157) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in West Burlington, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Farmers & Merchants Bank & Trust Burlington, IA Aug 2008 - Current 8
Sorrento Pacific Financial, LLC San Diego, CA Aug 2008 - Current 8
Burlington Community School Burlington, IA Jul 1998 - Jul 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Brandon M. Kipp
Phone Number: 858-805-7900
Firm Website: http://mybd.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $163,686
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NY, OK, OR, PA, SC, TN, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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