Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Young is a financial advisor with over 14 years of experience in the financial services industry. Brent holds the Series 63, 66, 7 and 55 licenses and is a Certified Financial Planner™ and Chartered Financial Analyst. Brent is currently registered with Tolleson Private Wealth Management and previously worked with Frost Brokerage Services, TD Ameritrade, Texas Securities, Grand Financial and Kershner Trading Group. Brent specializes in providing financial planning, investment management, and investment due diligence and monitoring services to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Brent is dedicated to helping clients achieve their financial goals and providing them with personalized financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment due diligence and monitoring
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.
A percentage of the total value of assets under management is charged.
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TX
09/21/2021 - Present
Tolleson Private Wealth Management (DALLAS TX)
TX
07/31/2019 - 09/09/2021
FROST BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
11/21/2017 - 01/23/2018
TD AMERITRADE, INC. (FORT WORTH TX)
TX
02/19/2010 - 10/04/2012
TD AMERITRADE, INC. (FORT WORTH TX)
TX
11/10/2009 - 02/08/2010
TEXAS SECURITIES, INC. (CARROLLTON TX)
TX
08/16/2007 - 01/29/2009
GRAND FINANCIAL, INC. (ADDISON TX)
TX
08/15/2007 - 08/17/2007
KERSHNER TRADING GROUP, LLC (AUSTIN TX)
BOTH
Issued 12/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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