Brendan Loflin is a registered investment advisor, based in Orlando, FL, with 12 years of industry experience.
Location
2208 Hillcrest St, Orlando, FL, 32803
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Brendan is a managing member of BCB Oil & Gas Partners, dedicating minimal time to paying monthly expenses. He also works as a financial advisor through Kestra Advisory Services and Evolve Advisor Group, and sells life insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations8 states
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.