Brent McDonald

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About Brent McDonald

Brent earned his BS in business finance from the Martha & Spencer Love School of Business at Elon University. He has over 14 years of experience working with individuals and businesses helping them to meet their financial goals. His areas of focus include small business planning, retirement and income planning, estate planning and insurance needs. Brent enjoys helping clients simplify today's increasingly complex financial environment by designing financial plans tailored to the client's specific goals and objectives. He currently resides in Hickory with his wife, Michelle.

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General Information

Firm Start Year

2018

No. of Employees

CRD#

4845727

Firm CRD#

10205

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Life, Variable Annuity, Variable Life, Health, Disability, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Commissions, Flat Fee, Hourly

Education

BS - Business Finance

Elon University
05/2000 -05/2004

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888669/paladinregistry-Tar-Heel-Wealth-Management-detailed-disclosure.html

Disclaimer

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Tar Heel Wealth Management and Securities America are separates entities.

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Paladin Research Report For:

Tar Heel Wealth Management