Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Fulkerson is a financial advisor with over 13 years of experience in the financial services industry. Brent is currently registered with LPL Financial LLC and has been with the firm since May 2022. Brent has a wide range of experience in the financial services industry, having previously worked for CUNA Brokerage Services, Inc., TD Ameritrade, Inc., and Scottrade, Inc. Brent holds the Series 7, Series 24, Series 63 and Series 66 securities licenses. Brent is committed to providing personalized financial advice to help 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.
1
2
IL
05/18/2022 - Present
LPL Financial LLC (Jerseyville IL)
IL
07/20/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Bethalto IL)
MO
11/21/2017 - 01/10/2020
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
10/24/2008 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 06/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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