Unclaimed
Brent Brookshire is a financial advisor with over 20 years of experience in the financial services industry. Brent is currently registered with LPL Financial LLC and has been with the firm since April 2019. Prior to joining LPL Financial LLC, Brent worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from April 1999 to April 2019. Brent is registered in Arkansas, Florida, Louisiana, Mississippi, New York, and Texas. Brent holds a Series 7, Series 31 and Series 66 licenses. Brent specializes in providing financial advice to individuals, families, businesses, and retirement plans. Brent is committed to providing personalized financial advice and helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/15/2019 - Present
LPL Financial LLC (LUFKIN TX)
TX
04/23/1999 - 04/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LUFKIN TX)
BOTH
Issued 05/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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