Brett McKeithan, CFP®

Private Wealth Advisor

Bio

“Put the Power of Our Experience Behind Your Financial Future” – Brett McKeithan, CFP®

Since 1997, Brett McKeithan has created investment strategies to assist his clients in pursuing their goals by using investments and market knowledge to work toward success. He focuses on staying up to date on market/economic events and monitoring investments, so he can keep his clients informed. The majority of his clients are made of retirees, those within 15 years of retirement, and small businesses.

As a wealth advisor, Brett utilizes his customer service background to get to know his clients and their needs, so he can develop a plan that addresses those unique needs. He takes pride in building relationships with his clients and educating them on the complexities of the markets, so they can stay engaged in the process and make decisions they feel confident in. His greatest satisfaction is in helping his clients strive to achieve their ultimate goals.

Brett has worked and resided in Southport, NC for over 35 years. When not in the office, he enjoys fishing, photography, travel, and playing full court basketball.

bmckeithan@bbridgefin.com

910.470.6280

715 North Howe St, Unit 2, Southport, NC 28461

Education

east carolina university, bachelor's in communications

Services Include

but are not limited to

retirement income
planning

INVESTMENT 
MANAGEMENT

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Licenses & Registrations

Series 7
Series 63
Series 65
CFP®
Securities Registration States:
Insurance Registration States:

Series 7:
General Securities Registered Representative
Held with LPL Financial

Series 63:
Uniform Securities State Agent
Held with LPL Financial

Series 65:
Uniform Investment Adviser
Held with Independent Advisor Alliance

CFP®:
CERTIFIED FINANCIAL PLANNING™ Practitioner

Securities Registration States:
AL, DE, FL, KY, NC, OH, SC, VA, WA

Insurance Registration States:
NC
Life and Long-Term Care Insurance

General Securities Registered Representative
Uniform Securities State Agent
Uniform Investment Adviser
CERTIFIED FINANCIAL PLANNING™ Practitioner 
AL, DE, FL, KY, NC, OH, SC, VA, WA
NC

Held with LPL Financial 
Held with LPL Financial
Held with Independent Advisor Alliance


Life and Long-Term Care Insurance

check my background with finra