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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 Capehart is an Investment Advisor Representative with AE Wealth Management, LLC in Alpharetta, Georgia. Brent has over 13 years of experience in the financial services industry and is registered with the state of Georgia. Brent holds the Series 7 and 66 securities licenses. Brent has a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. AE Wealth Management, LLC provides a variety of financial services, including financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.
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.
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GA
12/05/2016 - Present
AE Wealth Management, LLC (Alpharetta GA)
GA
06/04/2010 - 09/30/2013
EQUITY SERVICES, INC. (ATLANTA GA)
BOTH
Issued 07/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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