BS
CFP
BS
CFP

Brandyn Shetler

7 Years of Experience
Charlotte, NC
Broker

Brandyn Shetler is a CFP-designated registered investment advisor, based in Charlotte, NC, with 7 years of industry experience. Brandyn is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Charlotte, NC

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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
Kestra Investment Services, LLC
July 2024 - Present · 2 yrs 3 mos
Kestra Advisory Services, LLC
July 2024 - Present · 2 yrs 3 mos
Kestra Investment Services, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Vanguard Advisers, INC.
October 2021 - July 2024 · 2 yrs 9 mos
Vanguard Marketing CorporationBroker
October 2018 - July 2024 · 5 yrs 9 mos
State Registrations34 states
AZCACOCTDCDEFLGAIAIDILMAMDMEMIMNMONCNHNJNVNYOHORPARISCTNTXUTVAVTVirgin IslandsWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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