Stefan BrannareCRD Number: 4579196
Current Firm: Summit Financial Group Inc.
Stefan Brannare (CRD# 4579196) is an Investment Advisor Representative working at Summit Financial Group Inc. in Wheeling, WV and has over 13 years of experience in the finance industry.
Anthony Investment Management, LLC
Wesbanco Securities, Inc.
Lpl Financial LLC
|Summit Brokege Services Inc.||Wheeling, WV||Nov 2008 - Current||7|
|Summit Financial Group||Wheeling, WV||Nov 2008 - Current||7|
|Citigroup Global Markets Inc.||Wheeling, WV||Feb 2006 - Nov 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV