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Brian Wayne Debruin

Brightpath Wealth Advisors LLC

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About Brian Wayne Debruin

Brian DeBruin is an investment advisor representative with Brightpath Wealth Advisors LLC. Brian has been in the securities industry for over 20 years. Brian is licensed to provide investment advice in North Carolina. Brian holds Series 6, 63, and 65 licenses. Brian is also an adjunct professor at Wake Tech Community College, where he teaches non-credit financial and investment-related courses. Brian specializes in providing financial planning, portfolio management, and educational seminars. Brian also has a fixed insurance business and is a licensed insurance agent.

Firm Information

Brian Debruin is currently registered with Brightpath Wealth Advisors LLC. Brightpath Wealth Advisors LLC is a financial advisory firm that offers financial planning, portfolio management for individuals, and selection of other advisers. They manage approximately $51.8 million in assets for 260 clients, including 62 high-net-worth individuals and 103 individuals other than high-net-worth. They also serve 1 corporation or other business.

$51.81M

Assets Under Management

Not reported

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Brian Debruin’s Registration & Firm History

NC

02/18/2020 - Present

Brightpath Wealth Advisors LLC (Raleigh NC)

NC

06/11/2001 - 09/11/2012

PARK AVENUE SECURITIES LLC (RALEIGH NC)

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Licenses & Designations

IA

Issued 05/23/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Wayne Debruin.
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