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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent McDonald is a financial advisor with Cetera Investment Advisers LLC in Hickory, NC. Brent has been in the industry since 2004 and is registered with the state of North Carolina as an Investment Advisor Representative. Brent has experience in financial planning, pension consulting, and portfolio management for businesses and individuals. Brent holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination. Prior to joining Cetera Investment Advisers LLC, Brent was a financial advisor with Securities America, Inc., Investcorp, Inc., and Woodbury Financial Services, Inc. Brent is also a co-owner of Tar Heel Wealth Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
09/05/2023 - Present
Cetera Investment Advisers LLC (Hickory NC)
NC
07/17/2020 - 09/07/2023
SECURITIES AMERICA, INC. (Hickory NC)
NC
12/15/2017 - 07/17/2020
INVESTACORP, INC. (Hickory NC)
NC
06/25/2010 - 12/19/2017
WOODBURY FINANCIAL SERVICES, INC. (HICKORY NC)
NC
06/07/2006 - 06/09/2010
INVESTACORP, INC. (HICKORY NC)
NC
09/17/2004 - 05/26/2006
THE O.N. EQUITY SALES COMPANY (HICKORY NC)
BOTH
Issued 11/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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