Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Alan Peck is a financial advisor with Cambridge Investment Research Advisors, Inc. Brent has been in the financial services industry since 2003 and is registered to provide investment advice in Oklahoma and Texas. Brent has experience working with a variety of clients, including individuals, families, and businesses. Brent is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OK
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Broadway OK)
OK
11/11/2013 - 10/10/2019
FSC SECURITIES CORPORATION (EDMOND OK)
OK
02/03/2012 - 11/18/2013
INDEPENDENT FINANCIAL GROUP, LLC (OKLAHOMA CITY OK)
OK
01/17/2008 - 01/17/2012
BOSC, INC. (OKLAHOMA CITY OK)
OK
02/08/2007 - 12/17/2007
UVEST FINANCIAL SERVICES GROUP, INC. (EDMOND OK)
OK
08/22/2005 - 02/01/2007
CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)
NY
05/21/2004 - 08/30/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
02/03/2004 - 05/04/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
04/27/2001 - 07/15/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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