Brandon Jay Reef Laxton

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

• 10/2017 → 05/2023
  Buckingham Asset Management, Llc
  Clayton, MO
• 02/2016 → 10/2017
  Us Bank
  Saint Louis, MO
• 05/2023 → 01/2024
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 01/2024 → Present
  Lpl Financial Llc
  St Louis, MO

Previous Registrations

• 2023-05-30 → 2024-01-11
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 2019-10-14 → 2023-05-09
  Buckingham Strategic Wealth, Llc
  St Louis, MO

Other Businesses

1)02/28/2024 - Gatewood Wealth Solutions - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 100 % of time

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-06-10
• S65 Uniform Investment Adviser Law Examination
  2019-10-14

Designations

• Certified Financial Planner