BV
BV

Brandon Douglas Vincent

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

2395 Lancaster Pike, Reading, PA, 19607

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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 ActivitiesSells Insurance

Brandon is involved in several investment-related DBAs and LLCs, dedicating full-time hours to these activities. He also owns a real estate rental and The Sullivan Agency, which sells non-variable insurance.

Employment History
Current Registrations
Good Life Advisors, LLC
June 2024 - Present · 1 yr 8 mos
LPL Financial LLC
June 2024 - Present · 1 yr 8 mos
LPL Financial LLCBroker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Oakwood Capital, INC.
December 2022 - June 2024 · 1 yr 6 mos
Oakwood Capital Securities, INC.Broker
December 2022 - December 2023 · 1 yr
First Command Advisory Services
April 2021 - December 2022 · 1 yr 8 mos
First Command Brokerage Services, INC.Broker
April 2021 - December 2022 · 1 yr 8 mos
MML Investors Services, LLC
November 2020 - March 2021 · 4 mos
MML Investors Services, LLCBroker
July 2020 - March 2021 · 8 mos
Mutual of Omaha Investor Services, INC.Broker
January 2019 - July 2019 · 6 mos
State Registrations3 states
FLNCSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.