Brandon J Varisco
Advisor at Fmsa — Lafayette, LA
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.
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 65
Experience Industry experience
18 years
Location
Lafayette, LA 70506
Fmsa
Team
Brandon Varisco is a financial advisor at FMSA with 17 years of industry experience. He holds a Series 65 designation and has worked at FMSA since 2017. Prior to that, he was with Oxford Asset Management for nine years and also operates the Brandon Varisco Insurance Agency. He is licensed to sell life and health insurance products. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach that emphasizes company financials and SEC filings.
$1.00 - $99,999.00: 2.5000% annually $100,000.00 - $249,999.00: 1.9800% annually $250,000.00 - $749,999.00: 1.5000% annually $750,000.00 - $999,999.00: 1.2500% annually $1,000,000.00+: 1.0000% annually
Up to $175 per hour for financial plans and account reviews not custodied with FMSA
Account minimum: $1.00
Lafayette, LA
412 West University Ste 103
Lafayette LA 70506
Advisors at this office
5
Louisiana · Texas
18 years of industry experience
Fmsa
2017 - Present • 9 years
Lafayette, LA
Brandon Varisco Insurance Agency
2014 - Present • 12 years
Breaux Bridge, LA
Oxford Asset Management
2008 - 2017 • 9 years
Lafayette, LA
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.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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