BL
BL

Brandon Lorain

18 Years of Experience
Las Vegas, NV
Broker

Brandon Lorain is a registered investment advisor at Ameriprise Financial Services, LLC, based in Las Vegas, NV, with 18 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

10845 Griffith Peak Dr Ste 690, Las Vegas, NV, 89135

Get directions

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.

Learn about disclosures →
Other Business Activities

Brandon occasionally works as a golf caddy for professional events and as a bartender at private events. These activities take minimal time and are not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs
Ameriprise Financial Services, LLCBroker
November 2007 - Present · 18 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.
November 2007 - December 2012 · 5 yrs 1 mo
State Registrations12 states
AZCACOCTHINVOHORSCTXWAWI
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.
Brandon Lorain - Financial Advisor | TrueAdvisor