Brett Staples is a registered investment advisor, based in Charleston, WV, with 33 years of industry experience.
Location
300 Summers St, Ste 120, Charleston, WV, 25301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is a vice president and instructor at Zenergy Cycling, a minority investor in the company, and teaches a couple of classes per week. He also holds positions at Fund for the Arts, Education Alliance of West Virginia, Mallory Airport Real Estate Holdings LLC, and Dunn Heritage LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Fifth Third Securities, INC.Broker
United Brokerage Services, INCBroker
The Huntington Investment CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.