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Brian J
Series 63, Series 65
Raleigh, NC
BrightPath Wealth Advisors LLC
Brian Johnson is a financial advisor with BrightPath Wealth Advisors LLC in Raleigh, NC. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. Prior to joining BrightPath in 2022, he worked at several firms including Infinex Investments and Southern Bank. He also operates a sole proprietorship as an insurance agent. BrightPath Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and certain business entities. The firm employs a client-focused investment approach with ongoing portfolio monitoring and may use third-party sub-advisors while maintaining overall client relationship responsibility.
Fred L
Series 65
Raleigh, NC
BrightPath Wealth Advisors LLC
Fred Lowry is a financial advisor with BrightPath Wealth Advisors LLC in Raleigh, NC, holding a Series 65 designation and four years of industry experience. He is also an adjunct professor at Wake Tech Community College and operates a sole proprietorship focused on insurance sales. Additionally, he consults for Trivecta, a spa and facial sales business. BrightPath Wealth Advisors serves individual and high-net-worth clients as well as corporate entities, providing discretionary portfolio management and comprehensive financial planning. The firm develops customized investment policy statements, employs fundamental analysis, and offers public educational seminars.
Brian D
Series 63, Series 65
Raleigh, NC
BrightPath Wealth Advisors LLC
Brian DeBruin is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Carroll Financial Associates and Eqis Capital Management. In addition to his advisory role, he serves as an adjunct professor at Wake Tech Community College, teaching non-credit financial and investment courses. BrightPath Wealth Advisors LLC provides discretionary portfolio management and comprehensive financial planning to individual, high-net-worth, and corporate clients. The firm utilizes fundamental analysis, develops tailored investment policy statements, and manages accounts with regular monitoring and reviews, including the use of third-party sub-advisors when appropriate.
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