Brian Halbert, financial advisor Garden Ridge TX

Brian Halbert

CRD Number: 5164875
Current Firm: Pensionmark Financial Group, LLC

Brian Halbert (CRD# 5164875) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Garden Ridge, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Pensionmark Securities, LLC Santa Barbara, CA Jul 2018 - Current 5
Pensionmark Financial Group, LLC Santa Barbara, CA Jul 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Dec 2013 - Jul 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Brian W. Halbert
By the Numbers
  • Total Assets Under Management
    26,623
    MILLIONS
  • Total Number of Accounts
    7,380
    ACCOUNTS
  • Average Account Value
    $3,607,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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