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BH

Brandi L. Hulme

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CRD#: 5585382
BH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brandi Leigh Hulme, who also goes by Brandi Leigh Fitzgerald, Brandi Hulme, Brandi Leigh Hulme, was a registered financial professional .

Brandi is a previously registered financial professional and started their career in finance in 2009. Brandi had worked at 9 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, Series 31, SIE, Series 52, Series 7, Series 6, Series 24, Series 4 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brandi Leigh Fitzgerald | Brandi Hulme | Brandi Leigh Hulme

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 12, 2022 - August 16, 2022

ALLY INVEST SECURITIES LLC

BD
CRD#: 136131
CHARLOTTE, NC
Past

July 29, 2019 - April 24, 2020

ASPIRATION FINANCIAL LLC

BD
CRD#: 291904
Marina Del Rey, CA
Past

July 21, 2017 - July 24, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

July 20, 2017 - July 24, 2019

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Weedsport, NY
Past

July 20, 2017 - July 24, 2019

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

September 21, 2016 - June 2, 2017

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
CHARLOTTESVILLE, VA
Past

December 17, 2013 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
CHARLOTTESVILLE, VA
Past

June 14, 2013 - June 2, 2017

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
CHARLOTTESVILLE, VA
Past

January 7, 2013 - April 23, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SYRACUSE, NY
Past

June 14, 2010 - April 4, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
AUBURN, NY
Past

June 22, 2009 - June 21, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
LOCKPORT, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/9/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/12/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 10/5/2018
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AI
ALLY INVEST SECURITIES LLC
ALLY INVEST SECURITIES LLC | TRADEKING SECURITIES LLC | TRADEKING LLC | TRADEKING | KANE REID SECURITIES GROUP, INC.

CRD#: 136131 / SEC#: , 8-66982

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
601 S Tryon Street Suite 100, Charlotte, NC 28202
Mailing Address
P.o. Box 30248, Charlotte, NC 28230
Phone number
(855) 880-2559
Established
Delaware since 08/23/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALLY INVEST GROUP INC.OWNER
LIETKE, FRANK GREGORYPRESIDENT6900716
MARTIN, ALEX MICHAELPRINCIPAL FINANCIAL OFFICER5639666
POWELL, BENJAMIN TRACYPRINCIPAL OPERATIONS OFFICER2438200
SYKES, ROBERT CHRISTOPHERCHIEF COMPLIANCE OFFICER2775993

Disclosures


Regulatory Event2
Arbitration1

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


ALLY INVEST SECURITIES LLC

CRD#: 136131

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