Brent DetweilerCRD Number: 7085723
Current Firm: Truist Advisory Services, Inc.
Brent Detweiler (CRD# 7085723) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 3 years of experience in the finance industry.
Truist Advisory Services, Inc.
Wells Fargo Clearing Services, LLC
Kestra Advisory Services, LLC
|Suntrust Investment Services, Inc.||Atlanta, GA||Jun 2019 - Current||3|
|Suntrust Advisory Services, Inc.||Atlanta, GA||Jun 2019 - Current||3|
|Suntrust Bank||Melbourne, FL||Sep 2017 - Jun 2019||1|
|Pnc Bank||Gainesville, FL||Apr 2017 - Sep 2017||< 1|
|Bbva Compass Bank||Gainesville, FL||Apr 2015 - Apr 2017||2|
|Publix Supermarkets Inc.||Multiple Locations, FL||Jun 2005 - Feb 2015||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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