Brandon Vanlandingham (CRD# 5085574) is an Investment Advisor Representative working at Perissos Private Wealth Management in Bethany, OK and has over 16 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Trac Advisor Group, Inc. | Oklahoma City, OK | Dec 2015 - Current | 8 |
Perissos Private Wealth Management | Yukon, OK | Apr 2015 - Current | 9 |
Estate Planning Designs, LLC | Bethany, OK | Jan 2007 - Aug 2015 | 8 |
Access Financial Group, Inc. | Bethany, OK | Jan 2006 - Aug 2015 | 9 |
Access Capital Management, LLC | Bethany, OK | Nov 2009 - Jun 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- LA
- TX
-
Total Assets Under Management142MILLIONS
-
Total Number of Accounts559ACCOUNTS
-
Average Account Value$253,406
- 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
LA, OK, TX
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