Invested Better
Unclaimed

Unclaimed

Unclaimed

Bret David Laporte

Avantax Investment Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bret? Claim Your Profile

About Bret David Laporte

Bret David Laporte is a financial advisor with Avantax Investment Services, Inc. Bret has been in the financial services industry since 2004 and has experience working with a variety of clients. Bret is licensed to sell securities in Arizona, Colorado, Connecticut, Florida, Massachusetts, Montana, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas and Virginia.

Firm Information

Bret Laporte is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bret Laporte’s Registration & Firm History

CT

12/05/2023 - Present

Avantax Investment Services, Inc. (Glastonbury CT)

CT

10/12/2011 - 12/11/2023

CROWN CAPITAL SECURITIES, L.P. (Glastonbury CT)

CT

01/03/2005 - 09/30/2011

WORKMAN SECURITIES CORPORATION (GLASTONBURY CT)

MN

10/12/2004 - 01/04/2005

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

KS

01/15/2004 - 09/07/2004

WADDELL & REED, INC. (OVERLAND PARK KS)

Not sure if Bret David Laporte is right for you?

Licenses & Designations

BOTH

Issued 01/30/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bret David Laporte. Review regulatory record here.
Not sure if Bret David Laporte is right for you?