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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 Thomas Fykes is a financial advisor currently registered with CIBC Private Wealth Advisors, Inc. in Florida, Maryland and North Carolina. Brent has been in the financial services industry since 2000, holding previous roles at AXA ADVISORS, LLC in New York and MORGAN KEEGAN & COMPANY, INC. in Tennessee. Brent holds the Series 3, Series 7, Series 63, and Series 65 licenses. Brent is a Certified Financial Planner and a Chartered Financial Analyst. Brent is a trustee of the James C. Dismuke Trust and spends 2 hours per week in this role. Brent has been with CIBC Private Wealth Management since June 2014.
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.
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.
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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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/22/2024 - Present
Cibc Private Wealth Advisors, Inc. (WEST PALM BEACH FL)
NY
11/03/2000 - 08/02/2002
AXA ADVISORS, LLC (NEW YORK NY)
TN
08/03/2000 - 09/26/2000
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2002
Series 3 - National Commodity Futures Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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