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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BW

Brent Walker

Indiana·CRD #2480709
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
28 yrs
States
1
Exams
4
Since
1998
Fee
AUM / Flat Fee / Performance-based
View profile
BW

Brent Ward Keller

Utah·CRD #5905603
Dual-registered

Dual-registered at ASCEND INVESTMENT PARTNERS

Experience
10 yrs
States
1
Exams
4
Since
2016
Fee
AUM / Hourly
View profile
BW

Brent Wayne Lee

Alaska·CRD #5436195
Dual-registered

Dual-registered at CONCORDE ASSET MANAGEMENT, LLC

Experience
19 yrs
States
19
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
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BW

Brent Wesley Collins

California·CRD #6993162
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
9
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Brent Wick

Alaska·CRD #5233665
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
37
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Brent William Capehart

Georgia·CRD #5781261
Dual-registered

Dual-registered at THE LLOYD ADVISORY GROUP

Experience
16 yrs
States
1
Exams
2
Since
2010
Est. fee
AUM
View profile
BW

Brent Wood Koch

Arizona·CRD #1336567
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
40 yrs
States
29
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
BL

Breona Leamon

Alabama·CRD #7003176
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
39
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brequan J Simon

Alabama·CRD #6677657
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
53
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Bret Alexander Hamby

Washington·CRD #4885054
Dual-registered

Dual-registered at COMPOSITION WEALTH, LLC

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
BA

Bret Anthony Schertz

Arizona·CRD #4542489
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
24 yrs
States
26
Exams
4
Since
2002
Est. fee
AUM / Flat Fee
View profile
BB

Bret Bret Lomax

Alabama·CRD #2125302
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
35 yrs
States
49
Exams
5
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Bret Dale Robinson

Arizona·CRD #6113913
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
12 yrs
States
7
Exams
3
Since
2014
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
BD

Bret Daniel O'Guinn

Texas·CRD #7125878
Dual-registered

Dual-registered at QUADCAP WEALTH MANAGEMENT, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
View profile
BD

Bret David Posner

Louisiana·CRD #7471803
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
BF

Bret Frederick Schardt

Alabama·CRD #2443978
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
26
Exams
6
Since
1994
Est. fee
AUM / Flat Fee
View profile
BH

Bret Hedley Charles Butcher

California·CRD #5257622
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
16 yrs
States
4
Exams
3
Since
2010
Fee
AUM / Flat Fee / Performance-based
View profile
BJ

Bret James Mooney

Florida·CRD #6963921
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

Experience
7 yrs
States
4
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Bret J Petersen

Arizona·CRD #4635196
Dual-registered

Dual-registered at ROTHSCHILD INVESTMENT

Experience
23 yrs
States
19
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BK

Bret Kaye

New Jersey·CRD #6819139
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
9 yrs
States
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BM

Bret Myles Kinzler

Arizona·CRD #5758121
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
15 yrs
States
8
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BA

Breton Almstedt

Wisconsin·CRD #7977413
IA Rep

Investment Adviser Rep at JOHNSON WEALTH INC.

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Flat Fee
View profile
BP

Bret Pierre Keehn

Alaska·CRD #2311861
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
25
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BR

Bret Reed Andrus

Alaska·CRD #1439933
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
40 yrs
States
23
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Other
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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