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Brandon Alexander Baggette

Advisor at Edward Jones — Florence, SC

Updated today

Credentials

Series 66

Experience

7 years

Location

Florence, SC

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brandon Baggette is a financial advisor at Edward Jones in Florence, SC, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various roles including positions at Kelly Services, Belk, and Jim's Gun Shop. Outside of his advisory work, he serves as a middle school baseball coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Florence, SC

Florence SC

Advisors at this office

1

Most active in

Florida · South Carolina · Texas

Work history

7 years of industry experience

Edward Jones

2021 - Present • 5 years

St. Louis, MO

Edward Jones

2019 - 2021 • 2 years

St Louis, MO

Kelly Services/ Southside Middle School

2019 - 2019 • 1 year

Florence, SC

Belk

2018 - 2019 • 1 year

Florence, SC

Jim's Gun Shop

2015 - 2017 • 2 years

Sumter, SC

School

2009 - 2018 • 9 years

Florence, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Conrad S

CFP®, Series 65

Florence, SC

Seastrunk Financial Management, LLC

Conrad Seastrunk Jr. is a CFP® with nine years of industry experience, currently serving as an advisor at Seastrunk Financial Management, LLC since 2016. He holds a Series 65 license and is based in Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm combines portfolio construction with ongoing monitoring, integrating tax preparation and client education through digital collaboration tools.

General retirement planning Retirement income strategy Tax-loss harvesting Divorce financial planning Executive Approaching retirement Parents
user avatar

Conrad S

CFP®, Series 63

Florence, SC

Seastrunk Financial Management, LLC

Conrad Seastrunk is a CFP® professional with 15 years of industry experience and has been leading Seastrunk Financial Management Co. since 1994. He holds a Series 63 license and operates from Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm integrates tax preparation into its wealth management approach and emphasizes client education and digital collaboration through platforms like eMoney Advisor™ and webinars.

General retirement planning Retirement income strategy Tax-loss harvesting Divorce financial planning Executive Approaching retirement Parents
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Amy F

CFP®

Florence, SC

Websterrogers Financial Advisors, LLC

Amy Fisher is a CFP® with 19 years of industry experience, currently serving at Websterrogers Financial Advisors, LLC since 2007. She has also been associated with Webster Rogers LLP since 2004. WebsterRogers Financial Advisors, LLC serves individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and consulting on tax, estate, and cash-flow matters. The firm employs a long-term investment approach based on Modern Portfolio Theory and diversified allocations across mutual funds, ETFs, fixed-income securities, and alternatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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Alexander R

CFA®, Series 63, Series 65

Florence, SC

Websterrogers Financial Advisors, LLC

Alexander Rasmussen is a CFA® charterholder with 19 years of industry experience. He has been with Websterrogers Financial Advisors, LLC since 2016, currently serving as part of a seven-advisor team based in Florence, SC. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term strategies based on Modern Portfolio Theory and diversified allocations implemented through mutual funds, ETFs, fixed-income securities, and alternatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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Jessica H

Series 63, Series 65

Florence, SC

Websterrogers Financial Advisors, LLC

Jessica Harrington is a financial advisor at Websterrogers Financial Advisors, LLC with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Websterrogers since 2015. Websterrogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, using diversified allocations primarily with mutual funds, ETFs, and select fixed-income securities or alternatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
user avatar

Drake W

Series 65

Florence, SC

Websterrogers Financial Advisors, LLC

Drake Wright is a financial advisor at Websterrogers Financial Advisors, LLC in Florence, SC, holding a Series 65 designation with seven years of industry experience. He has been with Webster Rogers since 2016. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term, diversified investment strategies using Modern Portfolio Theory and employs tools such as risk-tolerance questionnaires and Monte Carlo simulations to guide portfolio allocation.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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