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Benjamin B
Series 66
Medford, OR
SeaCrest Wealth Management, LLC
Benjamin Brainard is a financial advisor with SeaCrest Wealth Management, LLC in Medford, OR. He holds a Series 66 designation and has 25 years of industry experience. He has worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and SeaCrest Wealth Management since 2009. Outside of finance, he owns and operates a greenhouse farm and organizes cycling events through an event promotion business. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management services using a long-term approach that combines fundamental and technical analysis and incorporates artificial intelligence tools.
Mark F
Series 63, Series 65
Medford, OR
SeaCrest Wealth Management, LLC
Mark Fadling is a financial advisor at SeaCrest Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest and Purshe Kaplan Sterling since 2009. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and utilizes both internal and third-party artificial intelligence tools.
Jeanne M
Series 63, Series 66
Medford, OR
SeaCrest Wealth Management, LLC
Jeanne McVeigh is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has worked with SeaCrest Wealth Management and Purshe Kaplan Sterling Investments since 2009. Outside of her advisory role, she has worked seasonally as a sales associate at Kohl's in Medford, OR. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates both fundamental and technical analysis and employs AI tools for decision support.
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