Brian Halbert, financial advisor Austin TX

Brian Halbert

CRD Number: 5164875
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brian Halbert (CRD# 5164875) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Austin, TX Jul 2014 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Dec 2013 - Current 7
Brian Habert & Associates Austin, TX Jul 2010 - Nov 2013 3
Davis Allen Agency Lubbock, TX Oct 2008 - Jun 2013 4
Insurance Associates Lubbock, TX Feb 2006 - Sep 2008 2
Unemployed Lubbock, TX Oct 2005 - Mar 2006 < 1
Texas Tech University Lubbock, TX Jun 2003 - Jan 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Brian W. Halbert
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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