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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Hackett is a financial advisor in Southlake, Texas. Bret has been in the financial industry for over 18 years. Bret is currently registered with Merit Financial Advisors and has previously been with LPL Financial LLC, HD VEST INVESTMENT SERVICES, FIDELITY BROKERAGE SERVICES LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., and AXA ADVISORS, LLC. Bret has earned the Series 65, Series 66, Series 7 and SIE licenses. Bret is a Certified Financial Planner. Bret specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. Bret is also a registered investment advisor in Texas. Bret's firm, Merit Financial Advisors, has over $7 billion in assets under management and serves over 10,000 clients.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
TX
11/02/2019 - Present
Merit Financial Advisors (SOUTHLAKE TX)
TX
03/12/2018 - 08/16/2024
LPL FINANCIAL LLC (SOUTHLAKE TX)
TX
04/11/2014 - 02/23/2018
HD VEST INVESTMENT SERVICES (Irving TX)
TX
09/21/2006 - 03/12/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/13/2006 - 09/21/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
NY
08/28/2003 - 03/15/2004
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 09/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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