BS
ChFC
BS
ChFC

Brandon Slotness

14 Years of Experience
Phoenix, AZ
Broker

Brandon Slotness is a ChFC-designated registered investment advisor at USAA Investment Services Company, based in Phoenix, AZ, with 14 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 Annuities, Insurance Planning, Retirement Planning. Their firm serves 2,635 clients.

Compensation
N/A
Firm Size
105 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One Norterra Drive, Phoenix, AZ, 85085

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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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Employment History
Current Registrations
USAA Investment Services Company
October 2023 - Present · 3 yrs
USAA Investment Services Company
October 2023 - Present · 3 yrs
USAA Investment Services CompanyBroker
October 2023 - Present · 3 yrs
Previous Registrations
Edward Jones
July 2013 - July 2023 · 10 yrs
Edward JonesBroker
July 2013 - July 2023 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - July 2013 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - July 2013 · 5 mos
New England SecuritiesBroker
October 2012 - February 2013 · 4 mos
Metlife Investors Distribution CompanyBroker
July 2012 - February 2013 · 7 mos
Edward Jones
August 2011 - April 2012 · 8 mos
Edward JonesBroker
July 2011 - April 2012 · 9 mos
State Registrations1 state
AZ
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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