Brent Christopher Mcdonald

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 12/2017
  Woodbury Financial Services, Inc
  Hickory, NC
• 12/2017 → 07/2020
  Investacorp Inc
  Miami, FL
• 12/2017 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 09/2023
  Securities America, Inc.
  Hickory, NC
• 07/2020 → 09/2023
  Securities America Advisors, Inc.
  Hickory, NC
• 09/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2010 → Present
  Tar Heel Wealth Management
  Hickory, NC
• 09/2023 → Present
  Cetera Investment Advisers Llc
  El Segundo, CA

Previous Registrations

• 2020-07-17 → 2023-09-07
  Securities America Advisors, Inc.
  Hickory, NC
• 2017-12-15 → 2020-07-17
  Investacorp Advisory Services Inc
  Hickory, NC
• 2010-06-25 → 2017-12-19
  Woodbury Financial Services, Inc.
  Hickory, NC
  Hickory, NC
  Raleigh, NC
  North Myrtle Beach, SC
• 2009-02-17 → 2010-07-27
  Omnistar Financial Group, Inc.
  Hickory, NC
• 2006-05-23 → 2008-12-31
  Omnistar Financial Group, Inc.
  Hickory, NC
• 2006-01-28 → 2006-05-03
  On Investment Management Co
  Hickory, NC
  Cincinnati, OH

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2004 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND ANNUITIES 2. NAME OF OTHER BUSINESS: PREGNANCY CARE CENTER OF CATAWBA VALLEY INVESTMENT RELATED: NO ADDRESS: 421 MAIN AVE SW HICKORY, NC 28602 NATURE OF BUSINESS: CHARITABLE - COUNSELING START DATE: 05/2022 POSITION/TITLE/RELATIONSHIP: GENERAL BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MONTHLY MEETING TO DISCUSS PERFORMANCE OF THE MINISTRY. REVIEW FINANCIAL STATEMENTS HELP MAKE RECOMMENDATIONS FOR THE MINISTRY ON BUDGET. 3. NAME OF OTHER BUSINESS: TAR HEEL WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2005 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR CO OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: SPOT ON, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: POINT OF SALE SYSTEMS, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: REFERRER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: PAID A REFERRAL FEE IF REFERRED CHANGES TO SPOT ON POINT OF SALE SYSTEM; 5. NAME OF OTHER BUSINESS: MY SECURE ADVANTAGE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL EDUCATIONAL WORKSHOPS; START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: PRESENTER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PRESENT FINANCIAL WORKSHOPS TO VARIOUS EMPLOYERS;

Exams

• S66 Uniform Combined State Law Examination
  2004-11-03

Other Names

• Brent Mcdonald