Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent James Martin is an investment advisor representative, registered with Truist Advisory Services, Inc. in Charlotte, NC. Brent has been in the industry since March 2, 1996. Prior to joining Truist Advisory Services, Inc., Brent worked with BB&T Securities, LLC in Richmond, VA and BB&T Investment Services, Inc. in Charlotte, NC. Brent also has a history with Oppenheimer & Co. Inc., Stanford Group Company, Wachovia Securities, LLC, and First Union Brokerage Services, Inc.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
12/16/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/24/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
03/20/2009 - 07/07/2009
OPPENHEIMER & CO. INC. (CHARLOTTE NC)
NC
10/21/2008 - 03/13/2009
STANFORD GROUP COMPANY (CHARLOTTE NC)
NC
11/23/2007 - 10/21/2008
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
MO
10/01/2000 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/23/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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