Brett Billenstein (CRD# 6209159) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 10 years of experience in the finance industry. Brett Billenstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gc Education | Phoenix, AZ | Jul 2023 - Current | < 1 |
| Ally Invest Securities LLC | Charlotte, NC | Nov 2021 - Current | 2 |
| Ally Invest Advisors | Charlotte, NC | Nov 2021 - Current | 2 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jan 2019 - Oct 2021 | 2 |
| Usaa Financial Planning Services | Phoenix, AZ | Aug 2014 - Jan 2019 | 4 |
| Usaa Financial Advisors, Inc. | Phoenix, AZ | Aug 2014 - Mar 2017 | 2 |
| J.p. Morgan Securities, LLC | Oakbrook Terrace, IL | May 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- AZ
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Total Assets Under Management1,128MILLIONS
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Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- 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, VT, WA, WI, WV, WY
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