Arron Brisard is a registered investment advisor, based in Raleigh, NC, with 26 years of industry experience.
Location
8394 Six Forks Road, Ste 204, Raleigh, NC, 27615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Arron is a partner at Legacy Capital Advisors LLC, focusing on wealth and financial planning, retirement planning, and investment management, dedicating full-time hours. He also works as an insurance agent selling insurance products and indexed annuities through Avantax, spending a few hours per week on these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Ifg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
Allstate Financial Services, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Wachovia Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
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.