1065 Andrew Drive, West Chester, PA, 19380
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brent operates Beacon Wealth Management as a DBA for his LPL business and Shepherd Financial Services for tax/investment purposes. He also provides investment advisory services through Wealthcare Advisory Partners LLC and its DBA, Beacon Wealth Management, dedicating full-time hours to these activities. Brent also engages in non-variable insurance activities.