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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 Dean Clark is a financial advisor with over 25 years of experience in the industry. Brent is a CERTIFIED FINANCIAL PLANNER™ professional and currently works with Schwab Wealth Advisory, Inc. Brent has held licenses and registrations with several companies throughout his career, including FIDELITY BROKERAGE SERVICES LLC and VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. Brent holds licenses in 53 states and is registered as a Registered Representative in Colorado. Brent Dean Clark is dedicated to providing clients with a personalized financial planning experience.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CO
05/04/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
01/09/1996 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
TX
10/27/1995 - 11/27/1995
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 01/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/16/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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