Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
Nashville, TN
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brandon is involved in several business activities, including Benefits Plus, FSM Wealth, FSM Benefits, Heckert Development, LLC, AssuredPartners Investment Advisors, LLC, and MDRT. He dedicates full-time hours to both FSM Wealth and AssuredPartners Investment Advisors, LLC, and minimal time to Heckert Development, LLC, with a few hours per week spent on Benefits Plus, FSM Benefits, and MDRT. None of these activities appear to involve selling insurance products.