Brandon R. Croxton
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Reed Croxton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
July 29, 2025 - Present
BRC FINANCIAL PLANNING
May 15, 2017 - July 28, 2025
LOMBARD ADVISERS INCORPORATED
May 1, 2017 - July 28, 2025
LOMBARD SECURITIES INCORPORATED
April 22, 2016 - December 27, 2016
RETIREONE INVESTMENT SERVICES, LLC
October 29, 2010 - April 22, 2016
SANDERS MORRIS LLC
October 21, 2010 - December 27, 2016
EDELMAN FINANCIAL SERVICES, LLC
August 19, 2008 - November 6, 2009
UVEST FINANCIAL SERVICES GROUP, INC.
January 21, 2005 - November 6, 2009
UVEST FINANCIAL SERVICES GROUP, 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
(7/29/2025)
Exams
Current Firm
BRC FINANCIAL PLANNING
CRD#: 334891 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 44 |
| AUM (Assets Under Management) | $ 4,200,000 |
Red Flags
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