Brent Whiddon
Senior Lead Advisor at OneAscent Wealth
- Role
- Financial Advisor at Oneascent Wealth
- Location
- Columbia, TN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brent Whiddon
I graduated from the University of Georgia with bachelor\'s degree and a major in Risk…
Experience
Financial Advisor
Jun 2020 — Present
Education
University of Georgia - Terry College of Business
BBA, Risk Management and Insurance
1987 — 1990
Skills
- Financial Advisory
- Roth Ira
- Series 7
- Income Protection
- Financial Planning
- Retirement Savings
- Financial Services
- Portfolio Management
- Investment Advisory Services
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Etfs
- Securities
- Estate Planning
- Retirement Planning
- Finra
- 401k
- Wealth Accumulation
- Asset Allocation
- Mutual Funds
- Wealth Management
- Retirement
- Strategic Financial Planning
- Investment Management
- Variable Annuities
- Asset Management
- 401k Rollovers
- Retirement Plan Consulting
- Investments
- Iras
- Series 63
- Investment Advisory
- Series 6
- Series 24
- Disability Insurance
- Long Term Care Insurance
- Life Insurance
- Finance
- Fixed Annuities
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