Brian Macintosh (CRD# 4955621) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4455033
Charles Schwab & Company, Inc.
CRD# 5377749
Wealthshield Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Course Management Investment Advisors, LLC | Pinehurst, NC | Jul 2020 - Current | 3 |
| Callaway Golf | Charlotte, NC | Feb 2011 - Current | 13 |
| Lpl Financial LLC | Gastonia, NC | Feb 2016 - Jul 2020 | 4 |
| Callaway Golf | Gastonia, NC | Mar 2009 - Mar 2018 | 9 |
| Nationwide | Gastonia, NC | Feb 2012 - Feb 2016 | 4 |
| Nationwide Financial | Dublin, OH | Dec 2011 - Jan 2016 | 4 |
| Naitonwide Securities LLC | Dublin, OH | Dec 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- NC
- SC
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts374ACCOUNTS
-
Average Account Value$200,260
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NC, SC, TX, VA
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