Brandon Varisco
Advisor at Fmsa
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.
About
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.
Fee options
$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
Location
412 West University Ste 103
Lafayette, LA 70506
Most active in
Brandon V has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Work history
Fmsa
2017 - Present (9 years)
Brandon Varisco Insurance Agency
2014 - Present (12 years)
Oxford Asset Management
2008 - 2017 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Alajahwon R
Series 63, Series 66
Lafayette, LA
A.B. Ridgeway Wealth Management LLC
Brent A
Series 65
Lafayette, LA
Vermilion Asset Management, LLC
Milton K
Series 65
Lafayette, LA
Kidd Vision Capital LLC
Amol D
Series 63, Series 65
Lafayette, LA
Latticework Investments, LLC
Amie V
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Austin S
Series 63, Series 65
Lafayette, LA
Meche and Associates LLC
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