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Financial ADVSR advisor directory · SEC adviser records

Brandon Financial Planning, Inc. financial advisors in Memphis, TN

Every SEC-registered investment adviser representative at a Brandon Financial Planning, Inc. office in Memphis, A to Z.

The short answer

3 registered advisors work at Brandon Financial Planning, Inc. in Memphis, out of 3 at the firm nationwide; it ranks number 51 in the city by advisors. 3 list the CFP designation and 2 are also registered broker representatives.

Brandon Financial Planning, Inc. advisors in Memphis, A to Z

Every Brandon Financial Planning, Inc. advisor →

Brandon Financial Planning, Inc. advisors in every city and state →Brandon Financial Planning, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Memphis

All Memphis advisors →

Raymond James & Associates, Inc. 112MML Investors Services, LLC 60LPL Financial LLC 57UBS Financial Services Inc. 32Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Wells Fargo Clearing Services, LLC 28Raymond James Financial Services Advisors, Inc. 25Morgan Stanley 21Stephens 21Duncan Williams Asset Management, LLC 15Legacy Wealth Management, LLC 15Kelman Lazarov Inc. 12

Questions

How many financial advisors does Brandon Financial Planning, Inc. have in Memphis?

3 investment adviser representatives are registered at Brandon Financial Planning, Inc. offices in Memphis, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 2 are also registered as broker representatives.

Is Brandon Financial Planning, Inc. one of the largest advisor employers in Memphis?

Brandon Financial Planning, Inc. ranks number 51 in Memphis by registered advisors; Raymond James & Associates, Inc. has the most, with 112.

How do I check a Brandon Financial Planning, Inc. advisor in Memphis?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Brandon Financial Planning, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.