Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Wayne Sikes is an investment advisor representative at Fullcircle Wealth LLC. Brent Sikes is a registered investment advisor in Texas. Brent Sikes has been in the financial services industry for over 20 years. Brent Sikes has worked with a number of firms, including Triad Advisors LLC, Invest Financial Corporation, Sagepoint Financial, Inc., American General Securities Incorporated, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Brent Sikes has a diverse background in the financial services industry, with experience in both brokerage and advisory roles. Brent Sikes is committed to providing clients with personalized financial advice and guidance. Brent Sikes is also an active member of the community, and is involved in a number of charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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TX
03/27/2013 - Present
Fullcircle Wealth LLC (DALLAS TX)
TX
03/14/2013 - 04/02/2024
TRIAD ADVISORS LLC (DALLAS TX)
TX
03/24/2009 - 03/20/2013
INVEST FINANCIAL CORPORATION (DALLAS TX)
TX
10/31/2008 - 03/26/2009
SAGEPOINT FINANCIAL, INC. (FARMERS BRANCH TX)
TX
11/14/2003 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (FARMERS BRANCH TX)
IN
08/21/2002 - 10/23/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
04/28/1999 - 10/23/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MN
10/21/1998 - 10/29/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/21/1998 - 10/29/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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