Brandon Lavalley
CRD Number: 6589069Current Firm: Targeted Wealth Solutions
Compensation Model: Fee Only
Brandon Lavalley (CRD# 6589069) is an Investment Advisor Representative at Targeted Wealth Solutions and has clients residing across the globe. He has a master's degree in financial planning and holds the professional credentials MPAS® (Master Planner Advanced Studies). Brandon has worked for Targeted Wealth Solutions as an advisor since 2014. He graduated from the US Air Force Academy in 2003 and flew fighter jets for over a decade prior to Co-founding Targeted Wealth Solutions. He specializes in helping individuals, veterans, and small business owners with complex financial planning problems. Targeted Wealth Solutions is a FEE ONLY, Fiduciary, Registered Investment Advisor and never sells products or receives a commission. If you would like more information you can contact Brandon via the firm's website: www.targetedwealthsolutions.com or directly by e-mail at [email protected]
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Targeted Wealth Solutions LLC | Erie, CO | Jan 2016 - Current | 8 |
United States Air Force/united States Air Force Reserve | Joint Base San Antonio - Randolph, TX | Jun 1999 - Current | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- CO
- TX
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts185ACCOUNTS
-
Average Account Value$204,965
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CO, TX
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