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Brandon R. Littleton

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CRD#: 5970632
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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.

Brandon R. Littleton, who also goes by Brandon R Littleton, Brandon Rashard Littleton, was a registered financial professional .

Brandon is a previously registered financial professional and started their career in finance in 2012. Brandon had worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brandon R Littleton | Brandon Rashard Littleton

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

January 27, 2020 - November 2, 2021

FAM FINANCIAL GROUP

RIA
CRD#: 299524
FRANKLIN, TN
Past

July 17, 2019 - December 31, 2019

FAM FINANCIAL GROUP

RIA
CRD#: 299524
NASHVILLE, TN
Past

November 16, 2016 - January 19, 2018

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
BRENTWOOD, TN
Past

November 15, 2016 - January 19, 2018

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
BRENTWOOD, TN
Past

July 22, 2016 - October 10, 2016

TD AMERITRADE, INC.

RIA
CRD#: 7870
BRENTWOOD, TN
Past

July 22, 2016 - October 10, 2016

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Brentwood, TN
Past

July 21, 2016 - October 10, 2016

TD AMERITRADE, INC.

BD
CRD#: 7870
BRENTWOOD, TN
Past

May 22, 2014 - July 8, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BRENTWOOD, TN
Past

May 22, 2014 - July 8, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BRENTWOOD, TN
Past

April 23, 2013 - May 5, 2014

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
FRANKLIN, TN
Past

April 23, 2013 - May 5, 2014

CURIAN CLEARING, LLC

BD
CRD#: 132938
FRANKLIN, TN
Past

February 11, 2013 - March 26, 2013

EDWARD JONES

RIA
CRD#: 250
GOODLETTSVILLE, TN
Past

January 28, 2013 - March 26, 2013

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

October 25, 2012 - February 13, 2013

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
INDIANAPOLIS, IN

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: 2/8/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FF
FAM FINANCIAL GROUP
FAM | GAINFUL INVESTING LLC | GAINFUL INVESTING | FORM INVEST | FORM ADVISORY MANAGEMENT | FORM ADVISORY GROUP LLC | FORM ADVISORY GROUP | FORM ADVISORY | FORM | FAM FINANCIAL GROUP

CRD#: 299524 / SEC#: 801-118044

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Contact information


Main Address
3401 Mallory Lane Ste 100, Franklin, TN 37067
Mailing Address
Phone number
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.

Company Information


FAM FINANCIAL GROUP

CRD#: 299524

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