Broker Check
W. Brett McKeithan, CFP®

W. Brett McKeithan, CFP®

Wealth Advisor

Address: 715 North Howe Street, Unit 2, Southport, NC 28461

Office InteriorOffice Exterior Office Sign

“Put the Power of Our Experience Behind Your Financial Future” – Brett McKeithan, CFP®

Since 1997, Brett McKeithan has created investment strategies to assist his clients in pursuing their goals by using investments and market knowledge to work toward success. He focuses on staying up to date on market/economic events and monitoring investments, so he can keep his clients informed. The majority of his clients are made of retirees, those within 15 years of retirement, and small businesses.

As a wealth advisor, Brett utilizes his customer service background to get to know his clients and their needs, so he can develop a plan that addresses those unique needs. He takes pride in building relationships with his clients and educating them on the complexities of the markets, so they can stay engaged in the process and make decisions they feel confident in. His greatest satisfaction is in helping his clients strive to achieve their ultimate goals.

Brett has worked and resided in Southport, NC for over 35 years. When not in the office, he enjoys fishing, photography, travel, and playing full court basketball.

Education:

East Carolina University, Bachelor’s in Communications

Most Recent Passport Stamp:

St. Lucia

 

Check My Background with FINRA

Series 7General Securities Registered RepresentativeHeld with LPL Financial
Series 63Uniform Securities State AgentHeld with LPL Financial
Series 65Uniform Investment AdviserHeld with Independent Advisor Alliance
CFP®CERTIFIED FINANCIAL PLANNING™ Practitioner 
Securities Registration States:AL, DE, FL, KY, NC, OH, SC, VA, WA 
Insurance Registration States:NC Life and Long-term Care Insurance
DisclosureSecurities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

 

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.