Unclaimed
Brent Todd Farrimond is a financial advisor with over 25 years of experience in the industry. Brent has a long history of working with USAA, most recently as a financial advisor with USAA Financial Advisors, Inc. from July 2019 until June 2020. Currently, Brent is registered with Commonwealth Financial Network and Global Wealth Advisors. Brent is a Series 65, Series 63, Series 24, Series 57TO, SIE, Series 55 and Series 7 licensed advisor. Brent specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals.
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.
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.
1
2
TX
12/14/2021 - Present
Commonwealth Financial Network (SAN ANTONIO TX)
TX
08/19/2019 - 06/17/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/15/2013 - 06/17/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
09/06/2007 - 10/18/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/02/1997 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MA
11/09/1995 - 07/14/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
09/28/1995 - 10/26/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/28/1995 - 10/26/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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