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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 Kunkel is an investment advisor representative at Fisher Investments. Brent has over 7 years of experience in the financial industry. Brent has passed the Series 6, Series 63 and Series 65 exams. Brent is registered to provide investment advice in Oregon, Texas and Washington. Brent previously worked at AIG Capital Services, Inc..
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/25/2021 - Present
Fisher Investments (PLANO TX)
CA
05/13/2014 - 03/01/2021
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
IA
Issued 05/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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