Brandon Keith Cumba
Investment adviser representative at Strata Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$886.1MFirm assets
Are you Brandon Keith Cumba? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Strata Wealth Advisors, LLCApr 2017 to now
- Lincoln Financial AdvisorsMay 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strata Wealth Advisors, LLC
$886.1MAssets managed
227Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6147073
- Firm CRD
- 285973