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William Stanton Branham

LPl Financial LLC

Friendswood, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-05
  • TX RA
    APPROVED
    Since 2024-02-05

Branch Locations

107 E Shadowbend Ave., Friendswood, TX 77546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wm. Stanton Brandham, Cpa Friendswood TX 05/1984 02/2024
Avantax Investment Services, Inc. Friendswood TX 12/1987 02/2024
Avantax Advisory Services Friendswood TX 02/1994 02/2024
Avantax Insurance Agency, Llc Friendswood TX 01/2018 02/2024
Lpl Financial Llc Friendswood TX 02/2024 Present
  • 05/1984 → 02/2024
    Wm. Stanton Brandham, Cpa
    Friendswood, TX
  • 12/1987 → 02/2024
    Avantax Investment Services, Inc.
    Friendswood, TX
  • 02/1994 → 02/2024
    Avantax Advisory Services
    Friendswood, TX
  • 01/2018 → 02/2024
    Avantax Insurance Agency, Llc
    Friendswood, TX
  • 02/2024 → Present
    Lpl Financial Llc
    Friendswood, TX
Previous Registrations
  • 1994-01-20 → 2024-02-12
    Avantax Advisory Services
    Houston, TX
Other Businesses

1) 01/18/2024 - Wm, Stanton Branham, PC, CPA - Tax Prep/Accounting/CPA - TX 77546 - Investment related - 100 Hours per month - Start date: 6/2/1986.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-01-04
  • S63 Uniform Securities Agent State Law Examination
    1988-01-04

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

STEPHEN M CARMONA
L. LEZETTE MARION
HEATH M. WARREN
BROCK NOLIN
MATTHEW XAVIER GRIECO
JOSHUA GURVEY
KEVIN J HELMER
HUGH CLAY JOHNSON

Other Offices

STRATEGIC ADVISERS LLC · FRIENDSWOOD, TX
CHARLES SCHWAB & CO., INC. · Webster, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRIENDSWOOD, TX
COMMONWEALTH FINANCIAL NETWORK · FRIENDSWOOD, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · FRIENDSWOOD, TX
LPL FINANCIAL LLC · FRIENDSWOOD, TX
EDWARD JONES · FRIENDSWOOD, TX
LPL FINANCIAL LLC · FRIENDSWOOD, TX

More in Friendswood, TX

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