Brandon
Corlett
Confluence Financial Partners
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About this Advisor
Brandon Corlett is a financial advisor operating out of Canonsburg, Pennsylvania, with a total of 2 years of industry experience. Corlett is on the advisory team at Confluence Financial Partners. Over the course of their career, Corlett has held roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Greycourt And Co, Inc and Confluence Wealth Services, Inc. Corlett holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Confluence Financial Partners is an advisory firm headquartered in Canonsburg, PA. The firm has offices in three locations and a total of 42 people on staff. It manages $3 billion in assets under management between its 7,223 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 7,223 accounts, 24% belong to high-net-worth individuals who have more than $1 million in investable assets. Confluence Financial Partners offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which service is offered. However, fee types charged by Confluence Financial Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Confluence Financial Partners Brokerage Details
$2,469,850,578
42
7,223
$341,942
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
Brandon Corlett Work History
Brandon has been registered as a financial advisor for 2 years.*
Confluence Wealth Services, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Greycourt And Co, Inc
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
*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 Brandon Corlett 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 Confluence Financial Partners
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
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