Brent Detweiler (CRD# 7085723) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in West Melbourne, FL and has over 4 years of experience in the finance industry.
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1076829
Securities Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Suntrust Investment Services, Inc. | Atlanta, GA | Jun 2019 - Current | 5 |
Suntrust Advisory Services, Inc. | Atlanta, GA | Jun 2019 - Current | 5 |
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 |
- FL
- RI
- TX
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Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- 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)
- Publication of periodicals or newsletters
- Other
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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