Brandon R. Croxton

BRC FINANCIAL PLANNING

OWINGS MILLS, MD

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CRD#: 4882242

Professional summary

Brandon Reed Croxton, CFP®, who also goes by Brandon R Croxton, Brandon Croxton, is a registered financial advisor currently at BRC FINANCIAL PLANNING located in Owings Mills, Maryland.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brandon has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon R Croxton | Brandon Croxton

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.

- Name of other business: Building and Empowering Baltimore LLC - Investment-related: No - Address: 4724 Avatar Ln, Owings Mills, MD 21117 - Nature of the other business: Holds real estate for property management purposes - Position/title/duties: Owner - Start date: 07/2019 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: Less than 1 hour - Name of other business: Stocks in the Future - Investment-related: No - Address: PO Box 19124, Towson, MD 21284 - Nature of the other business: Non-profit organization that teaches investment principles to middle school students in underserved communities - Position/title/duties: Board member - Start date: 09/2018 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: Less than 1 hour - Name of other business: Croxton, Thornton, Hammond LLC, Part Owner - Investment-related: No - Address: 4724 Avatar Ln, Owings Mills, MD 21117 - Nature of the other business: Buys, sells, and holds real estate - Position/title/duties: Part owner - Start date: 11/2015 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: Less than 1 hour

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Reed Croxton'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: 2015

Experience

Current

July 29, 2025 - Present

BRC FINANCIAL PLANNING

RIA

CRD#: 334891

OWINGS MILLS, MD

Past

May 15, 2017 - July 28, 2025

LOMBARD ADVISERS INCORPORATED

RIA

CRD#: 108231

Baltimore, MD

Past

May 1, 2017 - July 28, 2025

LOMBARD SECURITIES INCORPORATED

CRD#: 27954

BALTIMORE, MD

Past

April 22, 2016 - December 27, 2016

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

TOWSON, MD

Past

October 29, 2010 - April 22, 2016

SANDERS MORRIS LLC

CRD#: 20580

TOWSON, MD

Past

October 21, 2010 - December 27, 2016

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

TOWSON, MD

Past

August 19, 2008 - November 6, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

COCKEYSVILLE, MD

Past

January 21, 2005 - November 6, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

COCKEYSVILLE, MD

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

Maryland
(7/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/6/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/20/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BRC FINANCIAL PLANNING

BRC FINANCIAL PLANNING | BRC FINANCIAL PLANNING, LIMITED LIABILITY CORPORATION | BRC FINANCIAL PLANNING LIMITED LIABILITY COMPANY

CRD#: 334891 / SEC#:

Maryland

Registered Investment Advisory firm - (7/24/2025 Approved)

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Contact information

Main Address

Owings Mills, MD

Mailing Address

Phone number

(410) 908-5808

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Brandon R. Croxton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Reed Croxton's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOMBARD ADVISERS INCORPORATED

LOMBARD SECURITIES INCORPORATED

RETIREONE INVESTMENT SERVICES, LLC

SANDERS MORRIS LLC

EDELMAN FINANCIAL SERVICES, LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/6/2008

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2008

Series 6

Date: 1/20/2005

Current Firm

BRC FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

BRC FINANCIAL PLANNING

TRUST BUT VERIFY

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