Brandon Charles Converse
Investment adviser representative at Converse Team Financial Services, LLC
13 yearsExperience
1 stateRegistered in
$325MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
13 years in the industry.
- Converse Team Financial Services, LLCApr 2025 to now
- Raymond James Financial Services Advisors Inc.Jun 2019 to now
- Raymond James Financial Services, Inc.Feb 2013 to now
- Keating & Associates, Inc.Sep 2013 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (KS).
Converse Team Financial Services, LLC
$325MAssets managed
83Clients
6Advisers
1 yearIn 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
- 6169415
- Firm CRD
- 335322