Brent
Carman
Capital Wealth Alliance, LLC
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About this Advisor
Brent Carman is a financial advisor working in Scottsdale, Arizona who has 5 years of relevant experience. Carman is currently employed by Capital Wealth Alliance, LLC. During their career, Carman has held roles at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Rdw & Associates, Kingswood Capital Partners, LLC and Capital Wealth Alliance, LLC. Carman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and Texas. Capital Wealth Alliance, LLC is a business headquartered in Scottsdale, AZ. The investment advisory business has a total of seven employees. It oversees $218 million in total assets across its 1,342 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,342 accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually vary depending on the type of financial services. However, fees charged by Capital Wealth Alliance, LLC most likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Wealth Alliance, LLC Brokerage Details
$218,226,695
7
1,342
$162,613
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brent Carman Work History
Brent has been registered as a financial advisor for 5 years.*
Capital Wealth Alliance, LLC
Kingswood Capital Partners, LLC
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Rdw & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brent Carman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Wealth Alliance, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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