Brandon Paul Reeves
Investment adviser representative at Advice and Planning Services
12 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- TIAAFeb 2024 to now
- TIAA-CREF Individual & Institutional Services, LLCFeb 2024 to now
- Equitable Advisors LLCSep 2023 to Jan 2024
- UnemployedMay 2023 to Sep 2023
- Dick's Sporting GoodsSep 2021 to Apr 2022
- Belmont Abbey CollegeJan 2021 to May 2023
- Ganglani Dmd Pllc / Fresh DentalDec 2020 to May 2021
- UnemployedMay 2020 to Dec 2020
- Ferrum CollegeJun 2019 to May 2020
- Catawba Valley Community CollegeJun 2018 to May 2019
- Vector MarketingMay 2018 to Aug 2019
- Mars Hill CollegeJun 2017 to May 2018
- Gaston Day SchoolJun 2015 to May 2017
- Southwood RealtyJun 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 7805754
- Firm CRD
- 20472