Brett Tushingham (CRD# 3018586) is an Investment Advisor Representative working at Tushingham Wealth Strategies, LLC in Wilmington, NC and has over 19 years of experience in the finance industry. Brett Tushingham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tushingham Wealth Strategies, LLC | Wilmington, NC | May 2014 - Current | 9 |
| Omnistar Financial Group, Inc. | Hickory, NC | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- NC
- TX
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$366,370
- 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
- Pension consulting services
NC, TX
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