Areas of Practice
Retirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
403 clients
Average Client Portfolio
$180K average
Assets Under Management
$72.3M
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Location

5 Dowd Cir, Suite B, Pinehurst, NC, 28374

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian is a professional golfer, dedicating about 10-20% of his time to this activity. He spends about half of that time during securities trading hours.

Employment History
Current Registrations
Course Management Investment Advisors, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
February 2016 - October 2020 · 4 yrs 8 mos
Nationwide Securities, LLCBroker
February 2012 - February 2016 · 4 yrs
State Registrations2 states
NCSC
Advisor
Exams
No exam information available for this advisor.