Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Harpster is a financial advisor with LPL Financial LLC. Brent has been in the financial industry since 2004 and holds the following licenses: Series 63, Series 66, and Series 7. Brent is also a Certified Financial Planner. Brent's experience spans multiple firms including Charles Schwab & Co., Inc., BB&T Investment Services, Inc., Nationwide Investment Services Corporation, and MetLife Securities Inc. Brent is currently registered to provide investment advice in Kentucky, Florida, Indiana, Ohio, South Dakota, Tennessee, Virginia, West Virginia and Wyoming.
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
KY
12/16/2019 - Present
LPL Financial LLC (SOMERSET KY)
KY
12/14/2015 - 08/02/2018
CHARLES SCHWAB & CO., INC. (LOUISVILLE KY)
KY
03/03/2015 - 12/01/2015
BB&T INVESTMENT SERVICES, INC. (SPRINGFIELD KY)
IN
03/01/2012 - 03/02/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (FORT WAYNE IN)
OH
02/04/2011 - 02/10/2012
METLIFE SECURITIES INC. (BROADVIEW HTS OH)
OH
08/24/2005 - 01/10/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MD
06/24/2003 - 08/23/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 06/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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