Nicole
Brandon
Kingfisher Capital, LLC
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About this Advisor
Nicole Brandon is a financial advisor operating out of Charlotte, North Carolina with 6 years of relevant experience. Brandon is an employee of Kingfisher Capital, LLC. Their career trajectory has included roles at Kingfisher Capital, LLC, Capital Wealth Advisors, LLC and Byron Financial LLC. Brandon maintains a Series 65 license, certifying them as an investment advisor representative, and can advise clients in North Carolina. Kingfisher Capital, LLC is a registered investment business that has its headquarters in Charlotte, NC. It manages $603 million in assets under management between its 702 accounts, placing it among the bigger firms in the country by assets under management. The firm provides services to 10 charities and foundations. Of its 702 accounts, 34% are associated with high-net-worth individuals who have more than $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on the financial services offered. Fees charged by Kingfisher Capital, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingfisher Capital, LLC Brokerage Details
$603,005,920
7
702
$858,983
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Nicole Brandon Work History
Nicole has been registered as a financial advisor for 6 years.*
Kingfisher Capital, LLC
Capital Wealth Advisors, LLC
Byron Financial LLC
*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 Nicole Brandon 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 Kingfisher Capital, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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