ABOUT BASIC WISDOM
Basic Wisdom was founded in 2016 by Brandon Rith.
Brandon's philosophy is simple: complicated financial concepts can be easily understood when broken down into small, clear, and fun pieces.
After gaining tutoring experience while attaining his B.S. in Finance degree at Florida State University, he graduated after multiple showings on the Dean’s list in summer of 2007. Soon after, he attained his first industry job at Fidelity Investments in September 2007. He served in a variety of roles for the firm (from 2007-2018), including securities trader, inheritor services specialist, and various supervisory roles.
The majority of his career was spent at the firm as a Licensing Facilitator supporting numerous FINRA and NASAA exams, including the Series 7, 63, 65, and 66. His colleagues consistently ranked him as a top-tier Facilitator, including a 100% top-box (7/7) rating from hundreds of learners from 2016-2018. In 2017, he was promoted to Delivery Experience Lead, effectively putting him in charge of Fidelity’s enterprise-wide licensing program covering over 2,000 employees annually.
In March 2018, Brandon left his Principal Facilitator position to focus full-time on Basic Wisdom. Since starting the company, Brandon has tutored students from various backgrounds for over 3,000 hours. Additionally, he partnered with Achievable as the content creator for its FINRA and NASAA exam programs (SIE, Series 6, 7, 63, 65, 66). Brandon also runs a successful YouTube channel with nearly 5,000 subscribers.
Brandon's accolades include:
Over 4,000 successful students over 15+ years
100% top-box (7/7 stars) facilitation rating (2016-2018)
Experience with a wide array of licenses (SIE, plus Series 4, 6, 7, 9, 10, 24, 63, 65, 66, 82)
8x Fidelity Investments Excellence in Action winner for Licensing Facilitation
#1 nationally ranked Licensing Facilitator for Fidelity Investments (2015-2016)
2016 Fidelity Investments Learning & Development Coach of the Year Nominee
Author of Achievable’s SIE, Series 6, 7, 63, 65, and 66 programs
Successful YouTube channel with over 250,000 views