Brandon Fourman

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

• 04/2019 → 09/2020
  Westminster Financial Securities, Inc.
  Dayton, OH
• 12/2015 → 04/2019
  Olive Garden
  Fairborn, OH
• 08/2015 → 04/2020
  Wright State University
  Dayton, OH
• 09/2020 → Present
  Lpl Financial, Llc
  Centerville, OH

Other Businesses

9/2020 - DBA for LPL Business (entity for LPL business) - GALLAGHER POOL WEALTH MANAGEMENT - Investment Related - CENTERVILLE, OH 45459

Designations

• Certified Financial Planner