Brian
Branda

Equity Services, Inc

CRD#720439
Investment Advisor
in Montpelier, VT

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About this Advisor

Brian Branda is a financial advisor based in Montpelier, Vermont, working with Equity Services, Inc. Brian has previously held a position at Equity Services, Inc. Brian has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Brian is part of Equity Services, Inc, which operates out of Montpelier, Vermont. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

One National Life Drive
Montpelier, VT 05604

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$2,124,751,345

VT Average: $4,257,716,217
Total Number of Employees

450

VT Average: 30
Total Number of Accounts

11,558

VT Average: 868
Average Account Size

$183,834

VT Average: $4,905,203

Investment Advisory Services

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

Brian Branda Work History

1980 - Present (44 years)

Equity Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brian Branda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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John Welch
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Elizabeth Heeter
Montpelier, VT
Darrell Amsden
Southlake, TX
Rodney Cooper
Jacksonville, FL
Robert Thompson
Latham, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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