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Brooks Peter Lindblad

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
3,220 clients
Average Client Portfolio
$68K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:None
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Location

1290 E Arlington Blvd, Suite 126, Greenville, NC, 27858

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brooks is the owner and investment advisor representative at Southern Tier Wealth Management, focusing on financial planning and spending about three-quarters of his time there. He also owns Southern Tier Consulting, where he works as an insurance agent providing life and annuity services, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Gradient Advisors, LLC
February 2024 - Present · 2 yrs
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.