Brandon Duke Fentress
Investment adviser representative at Guardian Wealth Advisors, LLC
16 yearsExperience
1 stateRegistered in
$2.7BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Guardian Wealth Advisors, LLCMay 2022 to now
- Private Client ServicesMay 2022 to now
- Aptus Capital Advisors, LLCJan 2019 to May 2022
- Gordon Asset Management, LLCDec 2015 to Jan 2019
- Triad Advisors, IncMar 2010 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NC).
Guardian Wealth Advisors, LLC
$2.7BAssets managed
2,262Clients
33Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5769895
- Firm CRD
- 305412