Brandon Shultz (CRD# 6926068) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Prosper, TX and has over 4 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 1255317
Sagepoint Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regulus Financial Group, LLC | Kentwood, MI | Feb 2022 - Current | 1 |
| Regal Investment Advisors, LLC | Kentwood, MI | Feb 2022 - Current | 1 |
| Pathway Preparatory Academy | Frisco, TX | Aug 2019 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Plano, TX | Mar 2018 - Current | 5 |
| World Financial Group, Inc. | Plano, TX | Jul 2017 - Current | 5 |
| Unified Schools International | Diamond Bar, CA | Jul 2017 - Jan 2019 | 1 |
| Global Ed | Chino Hills, CA | Sep 2017 - Jun 2018 | < 1 |
| Southlands Christian Schools | Rowland Hghts, CA | Jul 2007 - Jul 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- TX
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Total Assets Under Management2,058MILLIONS
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Total Number of Accounts10,679ACCOUNTS
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Average Account Value$192,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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