BW
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Brian Wade Whitaker

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
56 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$145K average
Assets Under Management
$639.2M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

3980 Old Milton Parkway, Alpharetta, GA, 30005

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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 ActivitiesSells Insurance

Brian is an insurance agent at Whitaker Insurance since 2005 and owner/insurance agent at 1st Opulence Financial LLC since 2015, selling various insurance products and services; these activities take up significantly more than full-time hours. He also receives farm income and created B&M Financial Inc. to receive insurance compensation.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Visionary Wealth Management, LLC
April 2021 - August 2021 · 4 mos
Great Lakes Wealth Management, LLC
October 2011 - June 2020 · 8 yrs 8 mos
Questar Asset Management, INC.
March 2009 - December 2010 · 1 yr 9 mos
Prudential Financial Planning Services
January 2003 - October 2005 · 2 yrs 9 mos
State Registrations4 states
IAILINWI
Advisor
Exams
No exam information available for this advisor.
Brian Wade Whitaker - Financial Advisor | TrueAdvisor