Brantley Dexton Whitley

Integrity Advisory Solutions

5 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Integrity Advisory Solutions

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

96 advisors

Number of Clients

2,427 clients

Average Client Portfolio

$211K average

Assets Under Management

$512.3M

Fee Structure

Location

Bonaire, GA

Get directions

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.

Other Business ActivitiesSells Insurance

Brantley is a partner in Financial Pro Academy, LLC, and also owns a fixed insurance sales business selling fixed life insurance products and annuities, dedicating about half his time to it. He is also a managing member of Nacomis, LLC and Income Focus Advisors, LLC, and has a minority stake in Price Wise Printing LLC.

Employment History

Current Registrations

Integrity Advisory Solutions

May 2024 - Present · 1 yr 9 mos

Previous Registrations

Symetra Investment Services, INC.

January 2008 - December 2008 · 11 mos

Synovus Securities, INC.

March 2006 - January 2008 · 1 yr 10 mos

Whitley Investment Management, INC.

January 2006 - March 2006 · 2 mos

Whitley Investment Management, INC.

July 2005 - December 2005 · 5 mos

Symetra Investment Services, INC.

May 2005 - August 2005 · 3 mos

State Registrations2 states

GATX

Advisor

Exams

No exam information available for this advisor.