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Brandon Morenz

17 Years of Experience
New Orleans, LA
BrokerSells Insurance

Brandon Morenz is a registered investment advisor, based in New Orleans, LA, with 17 years of industry experience.

Location

858 Camp Street, New Orleans, LA, 70130

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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

Brandon is a passive owner of rental/farm properties and dedicates minimal time to this. He also works as an insurance agent selling fixed insurance products such as annuities and term life, dedicating minimal time to this as well.

Employment History
Current Registrations
Newedge Securities, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Newedge Advisors
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Securities America, INC.Broker
July 2020 - October 2022 · 2 yrs 3 mos
Securities America Advisors, INC.
July 2020 - October 2022 · 2 yrs 3 mos
Investacorp Advisory Services INC
February 2010 - July 2020 · 10 yrs 5 mos
Investacorp, INC.Broker
February 2009 - July 2020 · 11 yrs 5 mos
Securities America, INC.Broker
January 2009 - February 2009 · 1 mo
State Registrations5 states
CAFLILNVTX
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 Morenz - Financial Advisor | TrueAdvisor