Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Michael Carman is an investment advisor representative with Capital Wealth Alliance, LLC. Brent has been in the industry for over 17 years and has a strong background in financial planning and portfolio management. Brent has a Series 7, Series 31, Series 63, and Series 65 license and is registered with the state of Arizona and Texas. Prior to joining Capital Wealth Alliance, LLC, Brent worked at Raymond James Financial Services, Inc., Kingswood Capital Partners, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Brent has a strong commitment to helping clients achieve their financial goals and believes in providing personalized service to each client.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/01/2018 - Present
Capital Wealth Alliance, LLC (SCOTTSDALE AZ)
AZ
10/02/2018 - 01/30/2023
KINGSWOOD CAPITAL PARTNERS, LLC (Scottsdate AZ)
AZ
11/02/2012 - 10/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
01/03/2011 - 11/06/2012
WELLS FARGO ADVISORS, LLC (TEMPE AZ)
AZ
09/23/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TEMPE AZ)
AZ
07/06/2005 - 09/23/2008
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IL
05/05/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
08/09/2004 - 05/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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