8540 Colonnade Center Drive, Raleigh, NC, 27615
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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 →Brent is a member of the board of directors for First Citizens Asset Management, where he builds portfolios and selects investments for clients. He dedicates a few hours per week to this role and receives no compensation.