Brent Goers

Wealth Advisor at EPM Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Murfreesboro, Tennessee, United States, US
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Credentials

  • Life & Health Insurance
    -
  • Series 6, 63, 66, & 7
    FINRA

Experience

  • EPM Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Jun 2023 - Present

      Registered Representative - LPL Financial Investment Advisor Representative - Private Advisor Group EPM Financial 2031 N Mt Juliet Rd, Ste 200 Mt Juliet, TN 37122 Registered Representative - LPL Financial Investment Advisor Representative - Private Advisor Group EPM Financial 2031 N Mt Juliet Rd, Ste 200 Mt Juliet, TN 37122

  • BRIGADE Basketball Club
    • Program Director | Coach
      • Dec 2015 - Present

      The BRIGADE Basketball Club is an AAU boys basketball program in Middle Tennessee that provides an opportunity for players to develop their basketball and life skills. The BRIGADE Basketball Club is an AAU boys basketball program in Middle Tennessee that provides an opportunity for players to develop their basketball and life skills.

  • Regions Investment Solutions
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Vice President | Financial Advisor
      • Aug 2015 - Jun 2023

      Registered Representative - Cetera Investment Services LLC Investment Advisor Representative - Cetera Investment Advisers LLC Registered Representative - Cetera Investment Services LLC Investment Advisor Representative - Cetera Investment Advisers LLC

  • Principal Financial Group
    • United States
    • Financial Services
    • Regional Vice President - Annuities & Mutual Funds
      • Aug 2008 - Aug 2015

    • Sr Internal Wholesaler - Annuities
      • May 2005 - Jul 2008

    • Asst Marketing Consultant
      • Nov 2004 - Apr 2005

  • AXA Advisors (MONY)
    • Registered Representative
      • Sep 2001 - Oct 2004
  • United States Marine Corps
    • United States
    • Armed Forces
    • 700 & Above Employee
    • Infantry (0331 Machine Gunner)
      • 1999 - 2000

      Honorable Medical Discharge Honorable Medical Discharge

Education

  • Iowa State University
    BLS, Business, Communications & Military History
    1996 - 2001

Community

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