Brandon is an Investment Advisor Representative (IAR) with Integrated Planning LLC (IPL), a Registered Investment Advisory Firm in the state of South Carolina.  He is a graduate of the University of South Carolina Aiken where he earned his Bachelor’s Degree in Business Administration and is also a licensed Life, Accident, and Health Insurance Producer.

Brandon is licensed as a Series 65 advisor.  Series 65 is a securities license required by most states for individuals who act as investment advisors.  The Uniform Investment Advisor Law Examination covers laws, regulations, ethics, and topics such as retirement planning, portfolio management strategies, and fiduciary responsibilities.

Brandon is a Retirement Income Certified Professional® (RICP®). The RICP® certification is a professional designation provided by The American College of Financial Services. To receive the designation, the individual must complete a minimum of three college-level courses which cover information such as retirement income planning, retirement portfolio management techniques, and mitigation of plan risks to the proper uses of annuities, employer-sponsored benefits, and determining the best Social Security claiming age. In addition, the individual must pass an examination, have three years of financial services experience, and adhere to the American College’s Code of Ethics. The American College can disallow the use of the RICP® if advisors do not adhere to the program’s ethical standards, continuing education, and other requirements. 

Financial planning and Investment Advisory services are offered through Integrated Planning LLC (IPL), a Registered Investment Advisor in the State of South Carolina. For more information, please visit www.adviserinfo.sec.gov.