Brannon Brown CFP® AMPA® MA
LPL Financial Advisor at Prosperion Financial Advisors- Claim this Profile
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Bio
Credentials
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CFP, APMA
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Experience
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Prosperion Financial Advisors
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United States
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Financial Services
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1 - 100 Employee
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LPL Financial Advisor
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Oct 2011 - Present
Brannon is a financial advisor with LPL Financial. In addition to being a Certified Financial Planner® and an Accredited Portfolio Management Advisor®, Brannon has a Master’s degree in Leadership from Denver Seminary. He is passionate about helping clients make wise, informed, investment and financial planning decisions. Brannon is a financial advisor with LPL Financial. In addition to being a Certified Financial Planner® and an Accredited Portfolio Management Advisor®, Brannon has a Master’s degree in Leadership from Denver Seminary. He is passionate about helping clients make wise, informed, investment and financial planning decisions.
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Chesapeake Investment Management, LLC
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Washington D.C. Metro Area
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Director / Portfolio Manager
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Oct 2009 - Apr 2011
Portfolio research and management for equities, fixed income, mutual funds, exchange traded funds, and limited partnerships built custom portfolios tailored to individual clients. Portfolio research and management for equities, fixed income, mutual funds, exchange traded funds, and limited partnerships built custom portfolios tailored to individual clients.
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Investment and Financial Advisor
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Mar 2004 - Jul 2006
Responsibilities: consulted on debt, budget, investment, education funding, stock option, 401(k) and IRA management; worked with clients CPAs and estate planning attorneys; prospected and sold potential clients on the firm process and product Accomplishments: taught a series of financial classes through Arapahoe Community College; worked with small businesses to implement Simple IRA’s and 401(k) retirement plans Securities Registrations: 7, 63, 63 held with LPL Financial Responsibilities: consulted on debt, budget, investment, education funding, stock option, 401(k) and IRA management; worked with clients CPAs and estate planning attorneys; prospected and sold potential clients on the firm process and product Accomplishments: taught a series of financial classes through Arapahoe Community College; worked with small businesses to implement Simple IRA’s and 401(k) retirement plans Securities Registrations: 7, 63, 63 held with LPL Financial
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Education
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Denver Seminary
MA, Leadership -
Ouachita Baptist University
BA, Finance