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Brent Walter Ure

Charles Schwab & CO., Inc.

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About Brent Walter Ure

Brent Walter Ure is a financial advisor associated with Charles Schwab & CO., Inc. Brent has been in the securities industry since 2013 and has experience working with Ameriprise Financial Services, Inc., TD Ameritrade, Inc., and Charles Schwab & CO., Inc. Brent has Series 7 and Series 66 registrations as well as a securities Industry Essentials (SIE) license. Brent is registered to offer investment advice in Arizona, California, Florida, Hawaii, Michigan, Nevada, New York, Oregon, South Carolina, and Utah. Brent is licensed to provide wrap fee program sponsor and financial planning services.

Firm Information

Brent Ure is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Brent Ure’s Registration & Firm History

NV

03/08/2024 - Present

Charles Schwab & CO., Inc. (Las Vegas NV)

NV

09/01/2023 - 01/10/2024

CHARLES SCHWAB & CO., INC. (Henderson NV)

NV

11/09/2015 - 09/01/2023

TD AMERITRADE, INC. (LAS VEGAS NV)

NV

12/24/2013 - 11/03/2015

AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 02/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Brent Walter Ure. Review regulatory record here.
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