Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Robbins is a financial advisor who has been in the industry since 2002. Brent is a registered representative with Avantax Advisory Services. Brent is licensed in California and Utah. Brent has a strong background in financial planning and has worked with both individuals and businesses. Brent specializes in helping clients plan for retirement, investment strategies, and insurance needs. Brent is committed to providing personalized service and helping 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/31/2023 - Present
Avantax Advisory Services (Newport Beach CA)
CA
08/13/2021 - 07/29/2022
AVANTAX INVESTMENT SERVICES, INC. (Newport Beach CA)
CA
12/16/2019 - 11/02/2020
BOUSTEAD SECURITIES, LLC (IRVINE CA)
TX
02/25/2005 - 06/24/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
FL
07/06/2004 - 02/14/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
06/30/2003 - 11/14/2003
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
TX
02/13/2002 - 06/18/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 12/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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