Brandon
Konda

Spc

CRD#5438071
Investment Advisor
in Irvine, CA

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About this Advisor

Brandon Konda is a financial advisor who works in Irvine, California, with 12 years in the industry. Konda is an advisor for Spc. Throughout their career, Konda has worked at Sammons Securities Co., LLC and Parkland Securities, LLC. Konda maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to serve investors in California, Colorado, Florida, Idaho, Kansas, Missouri, Nevada, North Carolina, Oregon and Texas. Spc is a registered investment business that has its headquarters in Irvine, California. The firm has offices in 453 locations and a total of 628 advisors. It controls $7 billion in assets under management among its 36,841 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 36,841 accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely vary depending on which service is provided. Fee types charged by Spc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

2 Russell Ct.
Irvine, CA 92617

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Spc Brokerage Details

Total Assets Under Management

$6,859,365,285

CA Average: $943,424,332
Total Number of Employees

628

CA Average: 21
Total Number of Accounts

36,841

CA Average: 1,586
Average Account Size

$186,188

CA Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brandon Konda Work History

Brandon has 12 years of experience.

2014 - Present (8 years)

Parkland Securities, LLC

2010 - 2014 (4 years)

Sammons Securities Co., LLC

Disclosures

Brandon Konda has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

John O'Donnell
Lisle, IL
Zachary Clark
Tecumseh, MI
Clinton Potts
Ann Arbor, MI
Sean Gray
Colorado Springs, CO
Steven Kao
Austin, TX
Deron Shymkewich
Lisle, IL
Brett Blair
Wylie, TX
Rodney Clark
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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