Brandon Crist

Brandon Crist

Financial Professional

Office: (518) 373-7347
Fax: (518) 373-7373
E-mail:
 

Brandon works on a team of financial professionals that strive to help individuals and small business owners better plan for retirement and protect their assets.

He specializes in:

  • RETIREMENT PLANNING

  • WEALTH MANAGEMENT

  • ESTATE PLANNING STRATEGIES

  • LONG TERM CARE INSURANCE

  • SUCCESSION PLANNING

  • COLLEGE EDUCATION PLANNING

  • LIFE INSURANCE

Brandon holds his FINRA Series 7, 63, and 66 registrations, as well as his NYS Life and Health licenses. He graduated from SUNY Potsdam with a Bachelor’s degree in Business Administration.

Brandon resides in Queensbury. In his spare time he enjoys hiking, collecting coins, cooking, hockey and skiing.

 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck