Brandon Clemens (CRD# 7002991) is an Investment Advisor Representative working at Rfg Advisory, LLC in Westlake, OH and has over 5 years of experience in the finance industry.
CRD# 5062672
Lincoln Investment
CRD# 4690465
Key Investment Services LLC
CRD# 5247687
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rfg Advisory, Llc Dba Afia Wealth Management | Canton, OH | Feb 2022 - Current | 2 |
| Edward Jones | St Louis, MO | Sep 2018 - Feb 2022 | 3 |
| Pnc Financial Services Group | Cleveland, OH | Mar 2013 - Aug 2018 | 5 |
| Fedex Ground | Canton, OH | Sep 2016 - Nov 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- OH
- TX
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Total Assets Under Management3,859MILLIONS
-
Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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