MB
CFP · ChFC
MB
CFP · ChFC

Michael Brandone

40 Years of Experience
Frisco, TX
BrokerSells Insurance

Michael Brandone is a CFP, ChFC-designated registered investment advisor, based in Frisco, TX, with 40 years of industry experience.

Location

Frisco, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is an insurance agent at GLP & Associates, selling life insurance and annuities since 2018, taking about half of his time. He is also an investment advisor representative (IAR) at Asset Allocation Strategies, LLC, dedicating about 10-20% of his time, and a FINRA arbitrator.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
January 2019 - Present · 7 yrs 6 mos
Glp Investment Services, LLC
January 2019 - Present · 7 yrs 6 mos
Glp Investment Services, LLCBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Veritas Independent Partners, LLCBroker
July 2017 - December 2018 · 1 yr 5 mos
Veritas Independent Partners, LLC
July 2017 - December 2018 · 1 yr 5 mos
Caitlin John, LLC
May 2017 - July 2017 · 2 mos
Cla USA Advisory Group, LLC
September 2013 - May 2015 · 1 yr 8 mos
Calton & Associates, INC.
May 2013 - December 2014 · 1 yr 7 mos
Calton & Associates, INC.Broker
May 2013 - July 2015 · 2 yrs 2 mos
Questar Asset Management, INC.
August 2011 - April 2013 · 1 yr 8 mos
Questar Capital CorporationBroker
August 2011 - April 2013 · 1 yr 8 mos
Symetra Investment Services, INC.
February 2010 - August 2011 · 1 yr 6 mos
Symetra Investment Services, INC.Broker
February 2010 - August 2011 · 1 yr 6 mos
Torrey Pines Securities, INC.Broker
December 2008 - December 2009 · 1 yr
Torrey Pines Securities, INC.
December 2008 - December 2009 · 1 yr
Metlife Securities INC.
May 2006 - February 2008 · 1 yr 9 mos
Metlife Securities INC.Broker
August 2003 - February 2008 · 4 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
August 2003 - July 2007 · 3 yrs 11 mos
Investors Brokerage Services, INC.Broker
October 1999 - August 2003 · 3 yrs 10 mos
Aetna Financial Services, INC.Broker
March 1996 - March 1999 · 3 yrs
Aetna Investment Services, INC.Broker
October 1993 - March 1999 · 5 yrs 5 mos
Aetna Life Insurance and Annuity CompanyBroker
August 1990 - October 1993 · 3 yrs 2 mos
Procorp Securities IncorporatedBroker
November 1986 - July 1990 · 3 yrs 8 mos
Ids Life Insurance CompanyBroker
January 1982 - October 1986 · 4 yrs 9 mos
Ids Marketing CorporationBroker
January 1982 - October 1986 · 4 yrs 9 mos
Ids Financial Services INC.Broker
January 1982 - October 1986 · 4 yrs 9 mos
State Registrations9 states
AZGAMIMSNMOKTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.