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Raymond Wilson Brandon

BRANDON FINANCIAL PLANNING, INC.·MEMPHIS, Tennessee
Unclaimed Profile
5101 WHEELIS ROAD, MEMPHIS, TN 38117CRD# 1139301Firm CRD# 110267
01

About

Raymond Wilson Brandon is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with BRANDON FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRANDON FINANCIAL PLANNING, INC.
BRANDON FINANCIAL PLANNING, INC.
AUM
$328M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1139301
Firm CRD# 110267
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Raymond Wilson Brandon offer?
Raymond Wilson Brandon specializes in Financial Planning, Investment Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Raymond Wilson Brandon's credentials?
Raymond Wilson Brandon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Wilson Brandon located?
Raymond Wilson Brandon is based in MEMPHIS, Tennessee, working with BRANDON FINANCIAL PLANNING, INC.. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does Raymond Wilson Brandon charge for services?
Raymond Wilson Brandon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRANDON FINANCIAL PLANNING, INC.?
BRANDON FINANCIAL PLANNING, INC. has approximately 7 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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