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Bret Rodrick Tackett

Tackett Wealth Management, LLC

Cary, NC

Venice, FL

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Current Employers
Tackett Wealth Management, Llc

2500 Regency Parkway, Cary, NC 27518 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-10-10
TX RA APPROVED_RES 2019-01-14
FL RA APPROVED 2009-06-26
  • NC RA
    APPROVED
    Since 2019-10-10
  • TX RA
    APPROVED_RES
    Since 2019-01-14
  • FL RA
    APPROVED
    Since 2009-06-26

Branch Locations

2500 Regency Parkway, Cary, NC 27518 • United States

304 W Venice Ave Suite 218, Venice, FL 34285 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tackett Wealth Management, Llc Cary NC 05/2009 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-12-27
  • S63 Uniform Securities Agent State Law Examination
    2001-12-27
Designations

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
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