Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
13 years
Location
Anadarko, OK 73005
LPL Financial
Institution
Brandon Allee is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment approaches including model portfolios, third-party asset management, and customized strategies.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Anadarko, OK
106 E. Broadway Street
Anadarko OK 73005
Advisors at this office
1
Oklahoma · Texas
13 years of industry experience
LPL Financial LLC
2018 - Present • 8 years
Anadarko, OK
Edward Jones
2013 - 2018 • 5 years
St. Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
PFS™, Series 66
Anadarko, OK
Cetera
Richard Ross is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, with 19 years of industry experience. He has previously worked at HD Vest Insurance Agency, LLC, and maintains an active CPA practice as a partner at Ross & Henderson, PLLC. Ross serves on the board of Anadarko Public Schools and is involved with the Anadarko Rotary Club and Anadarko First Baptist Church. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, managing over $256 billion in assets.
Series 66
Anadarko, OK
Edward Jones
Derek Cofer is a Series 66 licensed financial advisor with Edward Jones, based in Anadarko, OK. He has 16 years of industry experience, all of which have been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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