Brett Fellows (CRD# 4955706) is an Investment Advisor Representative working at Oak Capital Advisors, LLC in Charleston, SC and has over 18 years of experience in the finance industry. Brett Fellows has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
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State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Capital Advisors, LLC | Mt. Pleasant, SC | Nov 2016 - Current | 7 |
| Kovack Securities, Inc. | Fort Lauderdale, FL | Nov 2013 - Nov 2016 | 3 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Nov 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
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Total Assets Under Management43MILLIONS
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Total Number of Accounts218ACCOUNTS
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Average Account Value$199,098
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
SC
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