Brandi
Lobato
Assuredpartners Investment Advisors
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About this Advisor
Brandi Lobato is a certified financial planner working in Fort Lauderdale, Florida, who has 1 year of industry experience. Lobato is an advisor for Assuredpartners Investment Advisors. Over the course of their career, Lobato has held roles at Merrill Lynch, Ubs Financial Services, Fis Global, Farm House Kitchen, Racks Downtown Eatery, Northwestern Mutual, Sonic Drive In, Florida Atlantic University, University Of Kansas, Bank Of America, Securities America, Inc and Fortune 360 Group LLC. Lobato has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Assuredpartners Investment Advisors is a firm headquartered in Tampa, FL. It handles $372 million in assets across its 514 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 514 client accounts, just 13% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a broad assortment of services, including 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 typically are based on which services are offered. Fee types charged by Assuredpartners Investment Advisors can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assuredpartners Investment Advisors Brokerage Details
$372,013,000
11
514
$723,761
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
Brandi Lobato Work History
Brandi has been registered as a financial advisor for 1 years.*
Fortune 360 Group LLC
Securities America, Inc
Merrill Lynch
Bank Of America
Merrill Lynch
Ubs Financial Services
Fis Global
Farm House Kitchen
Northwestern Mutual
Florida Atlantic University
Racks Downtown Eatery
University Of Kansas
Sonic Drive In
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandi Lobato to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Assuredpartners Investment Advisors
Lancaster, PA
Fort Lauderdale, FL
Tampa, FL
Lancaster, PA
Madison, WI
Fort Lauderdale, FL
Wake Forest, NC
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.