Brandan Kot is a CFP-designated registered investment advisor, based in Raleigh, NC, with 20 years of industry experience.
Location
8320 Creedmor Rd, Fl 1, Raleigh, NC, 27612
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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 →Employment History
Current Registrations
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.Broker
February 2011 - January 2018 · 6 yrs 11 mos
Bb&t Investment Services, INC.
February 2011 - January 2018 · 6 yrs 11 mos
Edward Jones
June 2007 - January 2011 · 3 yrs 7 mos
Edward JonesBroker
January 2006 - January 2011 · 5 yrs
Edward JonesBroker
September 2003 - September 2003 · 0 mos
State Registrations27 states
ALAZCACTDCDEFLGAILKSMAMDMEMONCNHNJNMNVNYOHPASCTNTXVAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.