Brent Mcdonald is a registered investment advisor, based in Hickory, NC, with 21 years of industry experience.
Location
1333 2nd St NE, Suite 303, Hickory, NC, 28601
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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
Brent sells fixed insurance products, including life, health, disability, and annuities, dedicating a few hours per week. He is also a general board member for a charitable counseling center and co-owner of Tar Heel Wealth Management, spending nearly full-time on financial services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp, INC.Broker
Investacorp Advisory Services INC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
North Star Financial Group, INC.
Investacorp, INC.Broker
North Star Financial Group, INC.
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations12 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.