Brandon Wayne Allee

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

• 07/2013 → 05/2018
  Edward Jones
  St. Louis, MO
• 06/2018 → Present
  Lpl Financial Llc
  Anadarko, OK

Previous Registrations

• 2013-11-18 → 2018-05-18
  Edward Jones
  Blanchard, OK
  Blanchard, OK
  Tuttle, OK
  St Louis, MO

Other Businesses

1) 06/26/2018 - Cornerstone Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 06/2018 - 160 hr/mth 2) 06/26/2018 - Cornerstone Wealth Management - Non-Variable Insurance - inv rel - at reported business location(s) - start: 06/2018 - 20 hr/mth. 3) 3/11/2020 - Shephard Insurance Agency - Investment Related - 104 S Green Ave, Purcell, OK 73080 - Non-Variable Insurance - Started 01/13/2020 - 4 Hours Per Month/0 Hours During Securities Trading. 4) 6/8/2020 - Cornerstone Wealth Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/03/2020 - 100 Hours Per Month/8 Hours During Securities Trading. 5) 02/13/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2023 - 160 Hours Per month/8 Hours During Securities Trading - Time Spent 100%.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-20

Other Names

• Brandon Allee