Brent Burnett (CRD# 5219105) is an Investment Advisor Representative working at Primerica Advisors in Jacksonville, FL and has over 17 years of experience in the finance industry.
CRD# 1575083
Ameriprise Financial Services, LLC
CRD# 3235323
Equitable Advisors, LLC
CRD# 4687818
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Jacksonville, FL | Jan 2020 - Current | 4 |
Primerica Financial Services | Jacksonville, FL | Dec 2019 - Current | 4 |
Ss&c/advent | Jacksonville, FL | Feb 2018 - Current | 6 |
Domino's Pizza | Jacksonville Beach, FL | Feb 2018 - Oct 2019 | 1 |
Thrivent Financial | Appleton, WI | Dec 2017 - Jan 2018 | < 1 |
Thrivent Investment Management Inc. | Jacksonville, FL | Oct 2017 - Jan 2018 | < 1 |
Thrivent Financial | Appleton, WI | Oct 2017 - Dec 2017 | < 1 |
Unemployed | Jacksonville Beach, FL | May 2017 - Oct 2017 | < 1 |
Bac/merrill Lynch | Jacksonville, FL | Jan 2012 - May 2017 | 5 |
Bank Of America, N.a. | Jacksonville, FL | Aug 2011 - May 2017 | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Sep 2006 - May 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2006 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- FL
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.