Brandon Edward Worley

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → Present
  Lpl Financial Llc
  Baton Rouge, LA

Previous Registrations

• 2007-05-17 → 2010-04-05
  Chase Investment Services Corp.
  Baton Rouge, LA
  Greenwell Springs, LA

Other Businesses

1. 04/01/10 - DBA CHAMPION WEALTH STRATEGIES. 2. 04/05/2010 - NON-VARIABLE INSURANCE, USING OUTSIDE INSURANCE AGENCIES TO SELL FIXED INSURANCE INCLUDING TERM INSURANCE, UL, WHOLE LIFE, AND FIXED ANNUITIES., 10% LA. 3. 12/03/2010 - OTHER-LLC, KCH LLC, FRON THE ADVICE OF MY CPA, THIS LLC WAS CREATED FOR TAX PURPOSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-06
• S63 Uniform Securities Agent State Law Examination
  2004-11-06