Brandon Beckner
Professional summary
Brandon Beckner, CFP® is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Seattle, Washington.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brandon has worked at 4 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Beckner's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2024 - Present
COMPOSITION WEALTH, LLC
Office #1: 1730 Minor Avenue Suite 1350, Seattle, WA 98101November 1, 2019 - December 17, 2024
EP WEALTH ADVISORS
August 3, 2017 - September 24, 2019
FILAMENT, LLC
November 15, 2016 - April 10, 2017
GLASSMAN WEALTH SERVICES, LLC
Primary Firm SEC Registration
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/28/2024)
Exams
Current Firm
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,671 |
| AUM (Assets Under Management) | $ 6,714,187,844 |
Red Flags
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