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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 Carlson is a financial advisor with over 30 years of experience in the financial services industry. Brent has been registered with LPL Financial LLC since 2013. Brent is licensed to provide financial advice in Oregon, Michigan, Texas, and Washington. Brent is also a Registered Investment Advisor (RIA) in Oregon. Prior to joining LPL Financial LLC, Brent worked with Cetera Investment Services LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, CUSO Financial Services, L.P., Edward Jones, Key Investments Inc., BA Investment Services, Inc., Titan/Value Equities Group, Inc., and Financial Network Investment Corporation. Brent holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Brent is a member of the financial industry regulatory authority (FINRA). Brent specializes in working with individual investors, corporations and other businesses, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and investment clubs.
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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03/05/2013 - Present
LPL Financial LLC (ALBANY OR)
OR
06/03/2004 - 03/06/2013
CETERA INVESTMENT SERVICES LLC (THE DALLES OR)
MA
01/27/2004 - 05/11/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/27/2004 - 05/11/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
01/02/2001 - 03/19/2003
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
MO
02/26/1999 - 01/05/2001
EDWARD JONES (ST. LOUIS MO)
OH
10/12/1995 - 02/17/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
CA
09/02/1992 - 10/12/1995
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
04/27/1990 - 09/08/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
06/04/1984 - 04/30/1990
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
02/25/1987 - 06/01/1988
COOPERATIVE FINANCIAL PLANNERS, LTD.
IA
Issued 03/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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