BA
BA

Brandon Robert Allain

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

6525 Carnegie Boulevard, Suite 402, Charlotte, NC, 28211

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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 works as a financial consultant at Barry, Evans, Josephs & Snipes, providing life insurance and securities consultation and sales since 2019. This activity takes up more than full-time hours.

Employment History
Current Registrations
M Holdings Securities, INC.Broker
December 2019 - Present · 6 yrs 2 mos
M Holdings Securities, INC.
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
AXA Advisors, LLC
July 2017 - December 2019 · 2 yrs 5 mos
AXA Advisors, LLCBroker
April 2015 - December 2019 · 4 yrs 8 mos
State Registrations6 states
MDMINCSCTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.