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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Longfield is a financial advisor at Empower Advisory Group, LLC with over 24 years of experience in the industry. Brett has worked with several large financial firms over the years, including Citigroup Global Markets Inc., J.P. Morgan Securities LLC, and Morgan Stanley Smith Barney. Brett has experience providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Brett holds the Series 63, 65, 7, 9, 10, 31, and SIE securities licenses. Brett is registered as an investment advisor representative in Texas.
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.
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
08/15/2024 - Present
Empower Advisory Group, LLC (Argyle TX)
TX
08/17/2021 - 04/02/2024
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
CA
10/01/2012 - 08/09/2021
J.P. MORGAN SECURITIES LLC (Sacramento CA)
CA
06/04/2021 - 06/17/2021
CITIGROUP GLOBAL MARKETS INC. (Sacramento CA)
CO
09/11/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BOULDER CO)
CO
06/01/2009 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (DENVER CO)
HI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
HI
06/28/2006 - 04/02/2007
MORGAN STANLEY DW INC. (HONOLULU HI)
CA
04/14/2003 - 06/14/2006
PRESIDIO CAPITAL ADVISORS, LLC (SAN FRANCISCO CA)
NY
08/21/2001 - 04/11/2003
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)
NY
07/19/1999 - 08/20/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MN
04/28/1999 - 07/27/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
01/29/1999 - 05/14/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
IA
Issued 08/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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