Brett McAvoy (CRD# 4344207) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in East Mesa, AZ and has over 22 years of experience in the finance industry.
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Mesa, AZ | Apr 2023 - Current | 1 |
| Clark Capital Management Group, Inc. | Philadelphia, PA | Jun 2017 - Apr 2023 | 5 |
| Steadfast Companies | Irvine, CA | Jan 2014 - Jun 2017 | 3 |
| Steadfast Capital Markets Group | Irvine, CA | Jan 2014 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- AZ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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