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BB

Brenton M. Bersin

LINKSIDE FINANCIAL
Charlotte, NC
Some features on this profile are disabled
CRD#: 7058639
BB

Professional summary

Brenton Mathew Bersin is a registered financial advisor currently at LINKSIDE FINANCIAL LLC located in Charlotte, North Carolina.

Brenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brenton has worked at 5 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenton Mathew Bersin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 20, 2025 - Present

LINKSIDE FINANCIAL LLC

RIA
CRD#: 335537
Charlotte, NC
Past

March 12, 2020 - December 9, 2020

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA
CRD#: 168267
Charlotte, NC
Past

March 5, 2020 - December 18, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC
Past

March 6, 2019 - March 5, 2020

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
Charlotte, NC
Past

January 15, 2019 - March 5, 2020

SPIRE SECURITIES, LLC

BD
CRD#: 144131
Charlotte, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(6/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/2/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/5/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/15/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/7/2018
Securities Industry Essentials Examination

Current Firm

LF
LINKSIDE FINANCIAL LLC
LINKSIDE FINANCIAL | LINKSIDE FINANCIAL LLC

CRD#: 335537 / SEC#:

Florida
Registered Investment Advisory firm - (10/7/2025 Approved)
North Carolina
Registered Investment Advisory firm - (5/27/2025 Approved)
South Carolina
Registered Investment Advisory firm - (6/18/2025 Approved)
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Contact information

Main Address
Charlotte, NC
Mailing Address
Phone number
(704) 560-3270
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

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Company Information

LINKSIDE FINANCIAL LLC

CRD#: 335537Charlotte, NC

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