Brandon Michael James
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.
- TIAA-CREF Individual & Institutional Services, LLCJan 2026 to now
- TIAAJan 2026 to now
- Bank of America, N.A.Dec 2025 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to Jan 2026
- Vanguard Marketing CorporationApr 2024 to Oct 2025
- UnemployedFeb 2024 to Apr 2024
- RandstadOct 2023 to Feb 2024
- Vanguard Marketing CorporationOct 2023 to Feb 2024
- Lowe's Home ImprovementApr 2023 to Sep 2023
- UnemployedJan 2023 to Apr 2023
- UpsNov 2022 to Jan 2023
- UnemployedSep 2022 to Nov 2022
- UndergradsDec 2021 to Sep 2022
- Unc Charlotte Recreation CenterMay 2021 to May 2022
- BayadaMay 2019 to Aug 2020
- The University of North Carolina At CharlotteAug 2018 to May 2022
- North Forsyth High SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7808365
- Firm CRD
- 20472