Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Buehler is a financial advisor with over 23 years of experience in the industry. Brent is currently registered with LPL Financial LLC and holds a Series 63, Series 7, Series 65, and SIE license. Brent also has previous registrations with Titleist Asset Management, Ltd., SummitAlliance Securities, L.L.C., Banc of America Investment Services, Inc., Chase Investment Services Corp. and USAA Investment Management Company. Brent provides financial planning and portfolio management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. Brent is committed to providing his clients with personalized service and helping them 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.
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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TX
02/20/2013 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
06/16/2009 - 03/18/2013
TITLEIST ASSET MANAGEMENT, LTD. (SAN ANTONIO TX)
TX
06/26/2009 - 08/01/2011
SUMMITALLIANCE SECURITIES, L.L.C. (SAN ANTONIO TX)
TX
05/29/2008 - 06/24/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
TX
01/10/2006 - 05/29/2008
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
10/19/2000 - 12/06/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 02/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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