Unclaimed Profile

Brandie H Philpot

AGAMERICA LENDING LLC·LAKELAND, Florida

Clean recordAGAMERICA LENDING LLC

4030 SOUTH PIPKIN RD., LAKELAND, FL 33811CRD# 7884078Firm CRD# 164866

Profile Verification

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

Identity

Brandie H Philpot · LAKELAND, FL

Registration

CRD #7884078 · AGAMERICA LENDING LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brandie H Philpot is a registered financial advisor based in LAKELAND, Florida, affiliated with AGAMERICA LENDING LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Brandie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brandie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

AGAMERICA LENDING LLC

AUM

$1.8B

Regulatory assets under management

Employees

133

Total firm employees

View all advisors at AGAMERICA LENDING LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7884078

Firm CRD# 164866

View on FINRA BrokerCheck →

Looking for a financial advisor in LAKELAND?

Browse all registered financial advisors in LAKELAND, Florida or claim this profile if it's yours.

Browse LAKELAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brandie H Philpot offer?

Brandie H Philpot specializes in Retirement Planning. Contact their office in LAKELAND, Florida for a consultation.

What are Brandie H Philpot's credentials?

Brandie H Philpot is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandie H Philpot located?

Brandie H Philpot is based in LAKELAND, Florida, working with AGAMERICA LENDING LLC. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does Brandie H Philpot charge for services?

Brandie H Philpot's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AGAMERICA LENDING LLC?

AGAMERICA LENDING LLC has approximately 133 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →