Brian
Branch
Royal Oak Financial Advisors, LLC
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About this Advisor
Brian Branch is a financial advisor based in Royal Oak, Michigan, working with Royal Oak Financial Advisors, LLC. Brian has previously held positions at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Chrispat LLC, Capital Asset Advisory Services, LLC, Unemployed/Job Search, Wfg Investments, Inc, and Royal Oak Financial Advisors, LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Brian is part of Royal Oak Financial Advisors, LLC, which operates out of Royal Oak, Michigan. The firm has 6 employees and manages assets totaling $250.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Royal Oak Financial Advisors, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Royal Oak Financial Advisors, LLC Brokerage Details
$250,000,000
6
1,251
$199,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brian Branch Work History
Royal Oak Financial Advisors, LLC
Capital Asset Advisory Services, LLC
Unemployed/Job Search
Wfg Investments, Inc
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Chrispat LLC
Disclosures
Please visit the SEC profile of Brian Branch 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 Royal Oak Financial Advisors, LLC
Royal Oak, MI
Royal Oak, MI
Royal Oak, MI
Royal Oak, MI
Royal Oak, MI
Royal Oak, MI
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