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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 Dunn is a financial advisor associated with Commonwealth Financial Network. Brent has been in the industry since March 2011, working at Commonwealth Financial Network. Brent is registered with the state of Texas. Brent specializes in retirement, college, and estate planning as well as insurance and mutual funds, investment advisory services, and securities. Brent holds Series 7 and Series 66 licenses as well as the SIE exam. Brent is also a Certified Financial Planner. In addition to Brent's financial advisory business, Brent is a co-owner, director, managing member, and professional counselor at Legacy Professional Counseling, PLLC and a member and part-owner of SchlegelDunn LLC, an entity created for securities and insurance business.
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.
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
TX
08/17/2011 - Present
Commonwealth Financial Network (Plano TX)
TX
03/29/2011 - 06/29/2018
COMMONWEALTH FINANCIAL NETWORK (PLANO TX)
BOTH
Issued 08/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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