Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Stanley Pine is a financial professional with over 30 years of experience in the industry. Brent has been actively involved in providing financial advice and investment services to individuals, businesses, and retirement plans. Brent currently works at CWM, LLC. Brent has extensive experience in the financial services industry, having previously worked with firms like Geneos Wealth Management, Inc., Sagepoint Financial, Inc., and Lincoln Financial Advisors Corporation. Brent holds the Series 7, Series 6, Series 22, Series 24, Series 63, and Series 65 licenses. Brent's expertise includes financial planning, portfolio management, and investment 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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 from other investment advisors
1
2
AZ
10/04/2021 - Present
CWM, LLC (Scottsdale AZ)
AZ
03/17/2010 - 10/08/2021
GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)
AZ
10/31/2005 - 03/22/2010
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
08/06/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
10/27/1997 - 08/07/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
TX
08/09/1991 - 11/05/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
AZ
11/09/1988 - 08/08/1991
CUSO EQUITIES, INC. (PHOENIX AZ)
NA
07/29/1988 - 11/22/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
07/29/1988 - 11/22/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
07/29/1988 - 11/22/1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
12/21/1987 - 09/09/1988
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
IA
Issued 02/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/24/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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