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Brandon Richard Opre

Brandon R. Opre

TRUSTTREE FINANCIAL LLC
Huntersville, NC 28078
Some features on this profile are disabled
CRD#: 2654179
Brandon Richard Opre

Professional summary

Brandon Richard Opre, CFP®, who also goes by Brandon Opre, is a registered financial advisor currently at TRUSTTREE FINANCIAL LLC located in Huntersville, North Carolina.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Brandon has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon Opre

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Other Business Name: Independent Insurance Agent 2.Investment Related? Yes 3.Address of Other Business: 8712 Lindholm Dr Ste 300, Huntersville NC 28078 4.Nature of Other Business: Life Insurance Sales 5.Position/Title/Relationship with Other Business: Independent Insurance Agent 6.Start Date: February, 1996 7.Hours Per Month: 2 8.Market Hours Per Month: 2 9.Duties Related to Other Business: Provide potential insurance clients with insurance quotes discussing insurance options and policy features.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Richard Opre's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2001

Experience

Current

May 24, 2017 - Present

TRUSTTREE FINANCIAL LLC

Office #1: 8936 Northpointe Executive Park Dr. Ste.260, Huntersville, NC 28078
RIA
CRD#: 287985
Huntersville, NC
Past

February 27, 2012 - May 1, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Coconut Creek, FL
Past

February 17, 2012 - May 1, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Coconut Creek, FL
Past

June 1, 2009 - March 15, 2012

MORGAN STANLEY

RIA
CRD#: 149777
FT. LAUDERDALE, FL
Past

June 1, 2009 - March 15, 2012

MORGAN STANLEY

BD
CRD#: 149777
FT. LAUDERDALE, FL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
FT. LAUDERDALE, FL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
FT. LAUDERDALE, FL
Past

January 8, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
FT. LAUDERDALE, FL
Past

January 5, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
FT. LAUDERDALE, FL
Past

October 5, 2000 - January 16, 2007

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
BOCA RATON, FL
Past

January 14, 1997 - January 16, 2007

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
BOCA RATON, FL
Past

November 29, 1995 - March 18, 1996

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(5/24/2017)
IAR
North Carolina
(11/29/2019)
IAR
Texas
(1/21/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/24/2000
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/25/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/1/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/28/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/28/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/21/2001
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 2/27/2001
General Securities Sales Supervisor - Options Module Examination

Current Firm

TF
TRUSTTREE FINANCIAL LLC
FINANCIAL ADVISORY SERVICES, LLC | TRUSTTREE FINANCIAL PARTNERS | TRUSTTREE FINANCIAL LLC

CRD#: 287985 / SEC#:

Florida
Registered Investment Advisory firm - (5/24/2017 Approved)
North Carolina
Registered Investment Advisory firm - (1/18/2019 Approved)
Texas
Registered Investment Advisory firm - (1/14/2020 Conditional Restricted)
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Contact information

Main Address
8936 Northpointe Executive Park Dr. Ste.260, Huntersville, NC 28078
Mailing Address
Phone number
(754) 703-6773
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts375
AUM (Assets Under Management)$ 64,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUSTTREE FINANCIAL LLC

CRD#: 287985Huntersville, NC 28078

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