Brian
Brummett

Aldebaran Financial Inc

CRD#6893763
Investment Advisor
in Kingsport, TN

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About this Advisor

Brian Brummett is a financial advisor based in Kingsport, Tennessee, working with Aldebaran Financial Inc. Brian has previously held positions at Aldebaran Financial, E-Z Rentals, and Food City. Brian has passed the Series 65 regulatory exam and is registered to provide services in Florida, Tennessee, and Virginia. Currently, Brian is part of Aldebaran Financial Inc, which operates out of Kingsport, Tennessee. The firm has 8 employees and manages assets totaling $172.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Aldebaran Financial Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 Colonial Heights Road
Kingsport, TN 37663

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Aldebaran Financial Inc Brokerage Details

Total Assets Under Management

$172,555,901

TN Average: $730,596,643
Total Number of Employees

8

TN Average: 15
Total Number of Accounts

590

TN Average: 968
Average Account Size

$292,468

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Brian Brummett Work History

2016 - Present (9 years)

Aldebaran Financial

2014 - 2016 (2 years)

E-Z Rentals

2007 - 2014 (7 years)

Food City

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Disclosures

Please visit the SEC profile of Brian Brummett 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 Aldebaran Financial Inc

Kaylee Feathers
Kingsport, TN
Brian Brummett
Kingsport, TN
Peter Raber
Kingsport, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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