Brian Fleming (CRD# 2671122) is an Investment Advisor Representative working at Zermatt Wealth Partners in Wilmington, NC and has over 28 years of experience in the finance industry.
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 |
|---|---|---|---|
| Zermatt Wealth Partners, LLC | San Diego, CA | Jul 2021 - Current | 2 |
| Hayden Royal, LLC | Charlotte, NC | May 2020 - Jul 2021 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Dec 2010 - May 2020 | 9 |
| Rs Wealth Management | Wrightsville Beach, NC | Nov 2010 - May 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
- CA
- NC
-
Total Assets Under Management150MILLIONS
-
Total Number of Accounts581ACCOUNTS
-
Average Account Value$258,162
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, FL, GA, NC, OH, SC, TX, VA
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