BC
BC

Brandon Clark

7 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
804 clients
Average Client Portfolio
$446K average
Assets Under Management
$358.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1100 Wayne Ave, Ste 670, Silver Spring, MD, 20910

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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

Brandon is an owner of Reexamine Wealth LLC, where he does leadership and mindset coaching, dedicating about half of his time to this and a few hours per week to trading. He also operates under the DBA Toler Financial Group for advisory services offered through Rossby Financial, LLC.

Employment History
Current Registrations
Rossby Financial, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
June 2022 - August 2024 · 2 yrs 2 mos
Cambridge Investment Research, INC.Broker
June 2022 - August 2024 · 2 yrs 2 mos
Ameriprise Financial Services, LLC
December 2019 - October 2021 · 1 yr 10 mos
Ameriprise Financial Services, LLCBroker
August 2017 - October 2021 · 4 yrs 2 mos
State Registrations4 states
DCMDMETX
Advisor
Exams
No exam information available for this advisor.