Brandon D. Henrie
Professional summary
Brandon Dennis Henrie, CFP®, who also goes by Henrie, is a registered financial advisor currently at COPPERLION INVESTMENTS located in St. George, Utah.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brandon has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Dennis Henrie's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2014 - Present
COPPERLION INVESTMENTS
February 13, 2007 - August 25, 2010
EDWARD JONES
January 1, 2006 - August 25, 2010
EDWARD JONES
June 7, 2004 - December 31, 2004
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/1/2014)
Exams
Current Firm
COPPERLION INVESTMENTS
CRD#: 171442 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 4,665,216 |
Red Flags
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