Brandon Whittaker (CRD# 7239840) is an Investment Advisor Representative working at First Command Advisory Services in Mount Juliet, TN and has over 3 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Brokerage Services | Fort Worth, TX | Nov 2020 - Current | 3 |
| First Command Advisory Services | Fort Worth, TX | Nov 2020 - Current | 3 |
| First Command Insurance Services | Fort Worth, TX | Nov 2020 - Current | 3 |
| First Command | Fort Worth, TX | Mar 2020 - Nov 2020 | < 1 |
| Homemaker | 1785 S Mt Juliet Rd, TN | Sep 2019 - Nov 2020 | 1 |
| Bethal University | Mckenzie, TN | Sep 2016 - Dec 2019 | 3 |
| Metro Nashville Police Department | Nashville, TN | Sep 2006 - Sep 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- TN
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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