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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 Beverly has been in the financial services industry since 1984. Brent is a Certified Financial Planner and is registered with LPL Financial LLC. Brent has been registered with LPL Financial LLC since 2022. Brent previously held registrations with FSC Securities Corporation, NILCORP SECURITIES COMPANY, BOARDWALK CAPITAL CORPORATION and PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED. Brent is a registered representative and Investment Advisor Representative in multiple states. Brent has a total of 5 exams including the Series 7, Series 24, Series 52TO, Series 53, and Series 63. Brent specializes in working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit sharing plans, state or municipal government entities, charitable organizations, and investment clubs. Brent can provide financial planning services, portfolio management for individuals and businesses, and other non-discretionary advisory services.
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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2
CA
10/03/2022 - Present
LPL Financial LLC (DIAMOND BAR CA)
CA
02/23/1990 - 10/12/2022
FSC SECURITIES CORPORATION (DIAMOND BAR CA)
NA
02/12/1990 - 02/27/1990
NILCORP SECURITIES COMPANY
NA
11/17/1987 - 02/08/1990
BOARDWALK CAPITAL CORPORATION
NA
08/06/1985 - 11/23/1987
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
03/26/1984 - 08/26/1985
RONSON SECURITIES CORPORATION
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/20/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative 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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