BB
BB

Brandon James Bettis

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
16,688 clients
Average Client Portfolio
$561K average
Assets Under Management
$9.4B

Fee Structure

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Location

16220 N. Scottsdale Rd, Suite 208, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brandon is a financial representative selling various insurance products, dedicating a few hours per week to this activity. He also serves as a reserve force officer in the United States Army Reserves and is involved with the Mighty Oaks Foundation, a faith-based non-profit ministry.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 8 mos
The Ameriflex Group
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2023 - July 2025 · 1 yr 8 mos
Principal Securities, INC.
November 2018 - November 2023 · 5 yrs
Principal Securities, INC.Broker
October 2018 - November 2023 · 5 yrs 1 mo
Edward Jones
September 2017 - October 2018 · 1 yr 1 mo
Edward JonesBroker
February 2017 - October 2018 · 1 yr 8 mos
State Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.