Brandi Beghtel (CRD# 5762844) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 13 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Durham, NC | Mar 2021 - Current | 3 |
| Ymca | Burlington, NC | Feb 2021 - Mar 2021 | < 1 |
| Doterra | Pleasant Grove, UT | Oct 2019 - Mar 2021 | 1 |
| Mebane Auto Group | Mebane, NC | Jul 2019 - Mar 2021 | 1 |
| Ymca | Cary, NC | Jun 2019 - Apr 2020 | < 1 |
| Lifetime Fitness | Cary, NC | Feb 2019 - Apr 2020 | 1 |
| Unemployed | Cary, NC | Sep 2016 - Jan 2019 | 2 |
| Fidelity Investments | Slc, UT | Jan 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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