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CFP
BR
CFP

Brandon Rainey

Edward Jones
26 Years of Experience
Mckinney, TX
Broker
View SEC Summary
View SEC Summary

Brandon Rainey is a CFP-designated registered investment advisor at Edward Jones, based in Mckinney, TX, with 26 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

321 N Central Expwy Suite 300, Mckinney, TX, 75070

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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 Activities

Brandon is involved with Sadler Farms LLC (agriculture), Sadler Leasing LLC, and Velotta Ventures LLC (rental properties). These activities involve minimal time commitment and appear to be for liability management, estate planning, and rental property management.

Employment History
Current Registrations
Edward Jones
April 2014 - Present · 12 yrs 6 mos
Edward JonesBroker
April 2014 - Present · 12 yrs 6 mos
Previous Registrations
Allstate Financial Advisors, LLC
February 2013 - April 2014 · 1 yr 2 mos
Allstate Financial Services, LLCBroker
August 2003 - April 2014 · 10 yrs 8 mos
1st Global Advisors INC
September 2000 - July 2003 · 2 yrs 10 mos
1st Global Capital CORP.Broker
April 2000 - July 2003 · 3 yrs 3 mos
State Registrations15 states
ALCACOFLGAKSLAMIMNMOMSOKSDTXWA
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.
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