Unclaimed
Brent Franklin Arnold is a financial advisor with over 17 years of experience in the industry. Arnold is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services LLC and has a wide range of experience serving individuals, high-net-worth clients, corporations, and pension and profit-sharing plans. Arnold has a strong background in financial planning, portfolio management, and insurance. He has earned the Certified Financial Planner designation and holds a variety of securities licenses, including Series 6, 7, 26, 63, and 65. Arnold is passionate about helping his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
04/05/2023 - Present
Kestra Advisory Services, LLC (Mountlake Terrace WA)
WA
06/22/2015 - 04/05/2023
LPL FINANCIAL LLC (MOUNTAINLAKE TERRACE WA)
WA
11/18/2008 - 06/23/2015
ALLSTATE FINANCIAL SERVICES, LLC (LYNNWOOD WA)
WA
09/22/2006 - 12/08/2008
WORLD GROUP SECURITIES, INC. (OAK HARBOR WA)
IA
Issued 03/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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