BR
Brandon K. Redmond
MCCLARREN FINANCIAL ADVISORS
STATE COLLEGE, PA 16801
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CRD#: 6747853
BR
Professional summary
Brandon Keith Redmond, CFP® is a registered financial advisor currently at MCCLARREN FINANCIAL ADVISORS located in State College, Pennsylvania.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brandon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Part-time employee working in the concessions department of the Intercollegiate athletics program a The Pennsylvania State University. This is not investment-related work. Concessions Supervisor entails supervising volunteers that operate concessions at athletic events held on the the Penn State campus. Part-time job began in January 2012 and the hours depend upon the amount of events held. Average annually is about 10-14 hours per month. Does not overlap with duties performed at McClarren Financial Advisors, Inc. and is not performed during normal trading hours. 103CE Jordan Center, University Park PA 16802
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Keith Redmond'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®
Start date: 2018
Experience
Current
February 1, 2017 - Present
MCCLARREN FINANCIAL ADVISORS
Office #1: 270 Walker Drive, #200sw, State College, PA 16801RIA
CRD#: 122147
STATE COLLEGE, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MCCLARREN FINANCIAL ADVISORS
MCCLARREN FINANCIAL ADVISORS | MCCLARREN, JEFFREY LEE | MCCLARREN FINANCIAL ADVISORS, INC.
CRD#: 122147 / SEC#: 801-119274
RIA
Registered Investment Advisory firm - (8/10/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (12/14/2020 Terminated)Texas
Registered Investment Advisory firm - (11/13/2017 Terminated)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
Pennsylvania(2/1/2017)
IAR
Texas(1/24/2024)
Current Firm
MCCLARREN FINANCIAL ADVISORS
MCCLARREN FINANCIAL ADVISORS | MCCLARREN, JEFFREY LEE | MCCLARREN FINANCIAL ADVISORS, INC.
CRD#: 122147 / SEC#: 801-119274
RIA
Registered Investment Advisory firm - (8/10/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (12/14/2020 Terminated)Texas
Registered Investment Advisory firm - (11/13/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
270 Walker Drive, #200sw, State College, PA 16801
Mailing Address
Phone number
(814) 235-1940
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,487 |
| AUM (Assets Under Management) | $ 417,424,103 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
