Brent Whitlock
Brent Whitlock is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenville, SC, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6 Davis Keats Drive, Greenville, SC, 29607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brent is the owner and officer of Whitlock Financial Services LLC, a support company for his RJ-related business, and spends minimal time on it. He also owns Zara Properties LLC, which owns the property his branch occupies, and spends minimal time on it as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations16 states
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