Brandon Weiland

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Hickory, NC 28601

Credentials

Series 66

Industry experience

3 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management

Location

1732 North Center St

Hickory, NC 28601

Most active in

North Carolina

Work history

Edward Jones

2023 - Present (3 years)

Alias Digital Marketing

2022 - 2023 (1 year)

Hickory Police Department

2022 - 2022 (1 year)

Cool Solutions LLC

2021 - 2022 (1 year)

Smart Church Solutions

2021 - 2022 (1 year)

Crossfit Catawba Valley

2021 - 2022 (1 year)

Edward Jones

2020 - 2021 (1 year)

Arizona Justice Project

2020 - 2020 (1 year)

Brown Heights Apartments

2019 - 2019 (1 year)

Sorrento's Italian Bistro

2019 - 2019 (1 year)

Villa Sorrenton, INC.

2019 - 2019 (1 year)

Joy Bistro

2019 - 2019 (1 year)

Lowe's Home Improvement

2019 - 2019 (1 year)

Crossfit Postal

2019 - 2019 (1 year)

Brown Heights Properties

2018 - 2019 (1 year)

Seven Seals CrossFit

2018 - 2018 (1 year)

Cracker Barrel

2017 - 2018 (1 year)

Full-Time Education

2017 - 2018 (1 year)

Harris Teeter

2017 - 2017 (1 year)

CrossFit Burn

2016 - 2017 (1 year)

Outback Steakhouse

2015 - 2018 (3 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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Harold P

Series 63, Series 66

Granite Falls, NC

Continuum Financial, LLC

Active portfolio management Passive / index investing Real estate investing
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Mark C

Series 63, Series 65

Hickory, NC

Hickory Financial Group, LLC

Active portfolio management Factor investing / smart beta
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Brittney M

CFP®, Series 63, Series 66

Hickory, NC

Thayer Financial, L.L.C.

Cash flow / budgeting Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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James D

Series 63, Series 65

Conover, NC

Hammerhead Financial Strategies, LLC

Active portfolio management Concentrated stock management

Deaton S

CFP®, ChFC®

Hickory, NC

Thayer Financial, L.L.C.

I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.

Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Gen X (Born 1965-1980)
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Angela S

CFA®

Hickory, NC

ABS Legacy Partners, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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