Brandon R.
- Role
- Harvest Wealth Group
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Brandon R.
Servant leadership is my personal ethos, not just an action but rather a lifestyle. I am…
Experience
Present
Education
College for Financial Planning
CRPC® Chartered Retirement Planning Counselor, Financial Planning and Services
2013 — 2014
Southern Methodist University
Financial Planning Program (CFP), Finance and Financial Management Services
2016 — 2017
University of North Texas
Bachelor of Business Administration - BBA, Entrepreneurship/Entrepreneurial Studies
Skills
- Retirement Savings
- Asset Managment
- 403 B
- Life Insurance
- Securities
- Investments
- Financial Services
- Asset Allocation
- Mutual Funds
- Series 24
- Savings
- Equity Trading
- Fixed Annuities
- Retirement
- Bonds
- Investment Advisory
- Series 66
- Fixed Income
- Morningstar
- Equity Research
- Defined Benefit
- Pension Funds
- Property & Casualty Insurance
- High Net Worth Individuals
- Insurance Consulting
- Qualified Retirement Plans
- Etfs
- Crpc
- Personal Financial Planning
- Series 7
- Equities
- Variable Annuities
- Financial Markets
- Relationship Management
- Financial Planning
- Portfolio Management
- Erisa
- 401k Rollovers
- Income Protection
- Series 63
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