Brent Rankin (CRD# 6482037) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wt Wealth Management | Scottsdale, AZ | Aug 2020 - Current | 3 |
J.p. Morgan Securities LLC | Flagstaff, AZ | Jun 2020 - Aug 2020 | < 1 |
Jpmorgan Chase Bank, N.a. | Flagstaff, AZ | Mar 2020 - Aug 2020 | < 1 |
Unemployed | Florence, AZ | Sep 2019 - Mar 2020 | < 1 |
Unemployed | Reno, NV | Jul 2019 - Sep 2019 | < 1 |
Charles Schwab & Company, Inc. | Reno, NV | Apr 2015 - Jun 2019 | 4 |
Ridenow Powersports Of Peoria | Peoria, AZ | Aug 2014 - Mar 2015 | < 1 |
Northland Motorsports | Flagstaff, AZ | Oct 2012 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2015 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- AZ
- CA
- NE
- OR
- WA
-
Total Assets Under Management311MILLIONS
-
Total Number of Accounts2,429ACCOUNTS
-
Average Account Value$128,080
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, FL, GA, ID, NE, NH, NV, NY, OR, TX, UT, WA, WY
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