Brandon Duke Fentress
Investment Adviser Representative at Guardian Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brandon Duke Fentress is an investment adviser representative with Guardian Wealth Advisors, LLC in Raleigh, NC, where they have been registered since 2022. They have worked in the securities industry since 2010 and have been registered with 4 firms, including Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
5 states and territories
Florida, New York, North Carolina, South Carolina, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Triad Advisors, IncMar 2010 – May 2022Norcross, GA
- Gordon Asset Management, LLCDec 2015 – Jan 2019Durham, NC
- Aptus Capital Advisors, LLCJan 2019 – May 2022Fairhope, AL
- Guardian Wealth Advisors, LLCMay 2022 – no end date reportedRaleigh, NC
- Private Client ServicesMay 2022 – no end date reportedRaleigh, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Guardian Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning and ongoing investment management, including investment strategy and portfolio management (in partnership with Aptus Capital Advisors), retirement projection analysis, life insurance needs analysis, debt management analysis, employer 401(k) and benefits review, tax return review and analysis, retirement income planning, Social Security claiming strategies, required minimum distributions, long-term care insurance needs analysis, trust and estate planning analysis, retirement community affordability and consulting, business planning (tax/succession/exit), restricted stock/stock options/ESPP analysis, and complex charitable giving strategies.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 32
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Raleigh, NC
- SEC file number:
- 801-118121
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
View full firm profileOther advisors at Guardian Wealth Advisors, LLC
Showing 12 of 32 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Duke Fentress has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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