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Brendan T Estes

2 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Minimum Annual Fee:$3,000
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Location

148 E Grand River Ave., Williamston, MI, 48895

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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 Activities

Brendan operates Evangelista & Associates as a DBA for his LPL business and provides administrative support to CG Advisory Services and Evangelista & Associates, both independent investment advisor firms, dedicating full-time hours to each. He also provides administrative support to Capital Asset Advisory Services LLC, spending about a quarter of his time.

Employment History
Current Registrations
Cg Advisory Services
September 2024 - Present · 1 yr 5 mos
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLC
December 2023 - September 2024 · 9 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brendan T Estes - Financial Advisor | TrueAdvisor