BB
BB

Brittany L Brannon

1 Year of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
6,771 clients
Average Client Portfolio
$262K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$6.5K
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Location

1108 Kennebec Dr, Chambersburg, PA, 17201

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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
First Heartland Capital, INC.Broker
June 2025 - Present · 8 mos
First Heartland Consultants, INC.
June 2025 - Present · 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2025 - June 2025 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2025 - June 2025 · 4 mos
Equitable Advisors, LLC
February 2024 - September 2024 · 7 mos
Equitable Advisors, LLCBroker
January 2024 - September 2024 · 8 mos
State Registrations2 states
PAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.