Unclaimed Profile

Brandon Lyon Intrater

LONG-TERM SOLUTIONS, LLC·MILL VALLEY, California

Clean recordLONG-TERM SOLUTIONS, LLC

104 TIBURON BOULEVARD, MILL VALLEY, CA 94941CRD# 5633812Firm CRD# 137611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Lyon Intrater · MILL VALLEY, CA

Registration

CRD #5633812 · LONG-TERM SOLUTIONS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brandon Lyon Intrater is a registered financial advisor based in MILL VALLEY, California, affiliated with LONG-TERM SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LONG-TERM SOLUTIONS, LLC

LTS CAPITAL ADVISORS

AUM

$147M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LONG-TERM SOLUTIONS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5633812

Firm CRD# 137611

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brandon Lyon Intrater offer?

Brandon Lyon Intrater specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MILL VALLEY, California for a consultation.

What are Brandon Lyon Intrater's credentials?

Brandon Lyon Intrater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Lyon Intrater located?

Brandon Lyon Intrater is based in MILL VALLEY, California, working with LONG-TERM SOLUTIONS, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.

How does Brandon Lyon Intrater charge for services?

Brandon Lyon Intrater's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONG-TERM SOLUTIONS, LLC?

LONG-TERM SOLUTIONS, LLC has approximately 6 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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