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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Barth is a financial advisor with LPL Financial LLC. Brent has been working in the financial services industry since 2012. Brent has a wide range of experience, including working with individuals, businesses, and retirement plans. Brent holds Series 6, 7, 63, and 65 licenses. Brent is also a registered representative with LPL Financial LLC. Brent has been registered with LPL Financial LLC since 2017. Brent previously worked with VOYA FINANCIAL ADVISORS, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.
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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VA
03/21/2017 - Present
LPL Financial LLC (WILLIAMSBURG VA)
VA
05/30/2012 - 11/19/2016
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSBURG VA)
VA
05/08/2012 - 05/31/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WILLIAMSBURG VA)
IA
Issued 10/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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