Brandon Dempsey (CRD# 6684286) is an Investment Advisor Representative working at Corient in Columbus, OH and has over 5 years of experience in the finance industry. Brandon Dempsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Corient Services LLC | Miami, FL | Jul 2023 - Current | 1 |
Corient | Columbus, OH | Nov 2022 - Current | 1 |
Cipw Service Company, LLC | Toronto, | Jan 2023 - Jul 2023 | < 1 |
Budros, Ruhlin & Roe | Columbus, OH | Aug 2021 - Mar 2023 | 1 |
Hamilton Capital, LLC | Columbus, OH | Jan 2021 - Aug 2021 | < 1 |
Hamilton Capital, LLC | Columbus, OH | Oct 2019 - Dec 2020 | 1 |
Hamilton Capital Management, Inc. | Columbus, OH | May 2018 - Sep 2019 | 1 |
Hamilton Capital Management, Inc. | Columbus, OH | Jun 2017 - May 2018 | < 1 |
Unemployed | Columbus, OH | Mar 2017 - Jun 2017 | < 1 |
Bank Of America Merrill Lynch | Charlotte, NC | Jul 2016 - Mar 2017 | < 1 |
Aerotek | Charlotte, NC | Jun 2014 - Jul 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- OH
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Total Assets Under Management118,192MILLIONS
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Total Number of Accounts97,020ACCOUNTS
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Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
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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