Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Sexton is a financial professional with over 10 years of experience in the financial services industry. Brett is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Brett has been with this firm since March 2008. Previously, Brett was registered with LPL Financial Corporation. Brett is licensed to provide financial advice in the state of North Carolina. Brett's areas of expertise include retirement planning, investment management, and financial planning.
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.
Compensation from affiliates
1
2
NC
05/27/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
02/14/2007 - 03/27/2008
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
BOTH
Issued 11/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brett Sexton is the right advisor for you? Invested Better is here to help.
