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Major Brannen Jr.

Advisor at Cetera

Updated today

Location

Bainbridge, GA 39819

Credentials

Series 66

Industry experience

25 years

About

Major Brannen Jr. is a financial advisor at Brannen & Lyle Investment Company with 25 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and First Port City Bank. He serves on the board of Elberta Crate & Box Company, a crate manufacturing business. Brannen & Lyle Investment Company is a small firm with three advisors that provides investment advisory and asset management services.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

410 S West Street

Bainbridge, GA 39819

Most active in

Georgia

Work history

Cetera

2024 - Present (2 years)

Elberta Crate & Box Company

2019 - Present (7 years)

Cetera Advisors LLC

2013 - Present (13 years)

First Port City Bank

2002 - Present (24 years)

Brannen & Lyle Investment Company

2001 - Present (25 years)

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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Bainbridge, GA

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Series 66

Bainbridge, GA

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Bainbridge, GA

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Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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