Unclaimed
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.
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.
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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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)
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
Active
Inactive
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