Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Whiddon is a financial advisor at Oneascent Wealth Management. Brent has over 25 years of experience in the financial services industry. Brent is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 24, 63, and 66 securities licenses. Brent is a member of the Society for Financial Awareness and is a speaker for World Equity Group, Inc. Brent's areas of expertise include financial planning, portfolio management, and retirement planning. Brent has a passion for helping individuals and families achieve their financial goals.
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.
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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GA
06/12/2020 - Present
Oneascent Wealth Management (Albany GA)
GA
01/17/2017 - 06/16/2020
CETERA ADVISOR NETWORKS LLC (ALBANY GA)
GA
11/05/2009 - 01/19/2017
LPL FINANCIAL LLC (ALBANY GA)
GA
04/05/1995 - 11/06/2009
EDWARD JONES (ALBANY GA)
BOTH
Issued 02/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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