Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Carl Frisbee is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Brent has been in the industry since October 1995 and has a strong background in providing financial planning and portfolio management services. Brent has held previous positions at WELLS FARGO CLEARING SERVICES, LLC, UNIONBANC INVESTMENT SERVICES, LLC, WACHOVIA SECURITIES, LLC, WM FINANCIAL SERVICES, INC., CHARLES SCHWAB & CO., INC., and DEAN WITTER REYNOLDS INC. Brent holds Series 7, Series 24, Series 31, and Series 63 licenses and has completed the Securities Industry Essentials Examination. Brent is committed to providing clients with the highest level of service and personalized 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
06/10/2024 - Present
U.s. Bancorp Investments, Inc. (Murrieta CA)
CA
02/10/2012 - 11/23/2020
WELLS FARGO CLEARING SERVICES, LLC (RIVERSIDE CA)
CA
05/08/2009 - 02/21/2012
UNIONBANC INVESTMENT SERVICES, LLC (APPLE VALLEY CA)
CA
09/05/2007 - 05/08/2009
WACHOVIA SECURITIES, LLC (LAKE ELSINORE CA)
CA
08/14/2003 - 09/04/2007
WM FINANCIAL SERVICES, INC. (SUN CITY CA)
TX
03/31/2003 - 08/26/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
09/21/2000 - 03/18/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
TN
08/04/1998 - 09/14/2000
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
11/14/1998 - 03/19/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
01/22/1998 - 11/14/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NY
04/24/1997 - 12/24/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
10/23/1995 - 04/03/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
CO
06/22/1995 - 08/18/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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