Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Richard Clarke is an investment advisor with Independent Financial Group, LLC. Brett has been in the financial services industry since 2004 and is registered with FINRA and the state of California. Brett has experience working with individuals, corporations, businesses, charitable organizations, and pension and profit sharing plans. Brett also has experience with financial planning, portfolio management, and selection of other advisers.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/08/2020 - Present
Independent Financial Group, LLC (Oceanside CA)
CA
06/12/2012 - 11/23/2015
VOYA FINANCIAL ADVISORS, INC. (OCEANSIDE CA)
CA
08/10/2010 - 06/13/2012
CHASE INVESTMENT SERVICES CORP. (OCEANSIDE CA)
CA
08/17/2007 - 08/20/2010
NEXT FINANCIAL GROUP, INC. (SAN MARCOS CA)
CA
03/30/2004 - 08/22/2007
NATIONAL PLANNING CORPORATION (SAN DIEGO CA)
BOTH
Issued 12/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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