James Brandt, financial advisor Searcy AR

James Brandt

CRD Number: 2756250
Current Firm: Lpl Financial LLC

James Brandt (CRD# 2756250) is an Investment Advisor Representative working at Lpl Financial LLC in Searcy, AR and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Searcy, AR Nov 2017 - Current 6
Investment Centers Of America Searcy, AR Sep 2015 - Current 8
Swbc Investment Services San Antonio, TX Aug 2009 - Sep 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for James W. Brandt
Phone Number: 704-733-3300
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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