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Brandon Wesley Gulley

18 Years of Experience
2 DisclosuresSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

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Location

1065 Andrew Drive, West Chester, PA, 19380

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History

Regulatory History (2)
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Judgment / Lien
November 2018
Judgment / Lien
February 2018
Other Business ActivitiesSells Insurance

Brandon is a sales agent for life, health, group life, group health, fixed annuities, disability, and voluntary benefits programs, dedicating a few hours per week. He also owns Elite Mind Connections, a professional networking group, taking about 10-20% of his time, and works as a college funding coach since 2014, also taking about 10% of his time.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
MML Investors Services, LLCBroker
February 2010 - July 2022 · 12 yrs 5 mos
MML Investors Services, LLC
February 2010 - July 2022 · 12 yrs 5 mos
Wells Fargo Advisors, LLC
February 2008 - December 2009 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
October 2007 - December 2009 · 2 yrs 2 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.