Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Derek Anderson is a financial advisor in Dallas, Texas, with over 20 years of experience in the financial services industry. Brett is currently registered as an Investment Advisor Representative with EP Wealth Advisors, a firm with offices in Torrance, California, and Dallas, Texas. Brett has held previous positions with several firms including International Research Securities, Inc., American Securities Group, Inc., Charles Schwab & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brett is a Series 7 and Series 66 licensed advisor.
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.
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.
Retirement plan advisory services & tax preparation services
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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2
CA
02/25/2020 - Present
EP Wealth Advisors (TORRANCE CA)
TX
12/14/2007 - 12/31/2015
INTERNATIONAL RESEARCH SECURITIES, INC. (DALLAS TX)
TX
03/11/2005 - 10/08/2007
AMERICAN SECURITIES GROUP, INC. (DALLAS TX)
TX
04/19/2002 - 08/09/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/05/1996 - 09/01/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
04/06/1993 - 10/10/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
02/01/1993 - 04/14/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 05/09/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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