Best Investors Account Sign in

Brandy Roberts Twilley

Edward Jones

Vincent, AL

Cullman, AL

CRD 6635445

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-18
AL RA APPROVED 2024-03-21
  • TX RA
    APPROVED
    Since 2024-04-18
  • AL RA
    APPROVED
    Since 2024-03-21

Branch Locations

Vincent, AL • United States

1830 Lee Ave Sw Suite A, Cullman, AL 35055-5268 • 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
Edward Jones St. Louis MO 05/2016 Present
Other Businesses

Twilley Properties LLC Type of business: Commercial Property Hanceville, AL Start date: 1/1/2021 Partner Hours per week: 0 Hours during trading: 0 Partner, no responsibilities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-20
  • S66 Uniform Combined State Law Examination
    2024-03-20
Other Names
  • Brandy Lee Roberts

View on SEC IAPD

More in Vincent, AL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor