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Brett Justin Tushingham

Farther

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About Brett Justin Tushingham

Brett Justin Tushingham is a financial advisor with Farther in Wilmington, North Carolina. Brett has been in the financial industry since 2003. Brett holds a Series 7, Series 24 and Series 66 license. Brett is also a Certified Financial Planner. Brett has experience with individuals, high-net-worth individuals, pension and profit-sharing plans, and other clients. Brett specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals.

Firm Information

Brett Tushingham is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Tushingham’s Registration & Firm History

NC

07/29/2024 - Present

Farther (WILMINGTON NC)

NC

04/01/2005 - 08/19/2013

LPL FINANCIAL LLC (RALEIGH NC)

NY

10/03/2003 - 04/07/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Justin Tushingham.
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