Brett Neubert, financial advisor Dallas TX
96 score

Brett Neubert

CRD Number: 1171273
Current Firm: Robertson Opportunity Capital, LLC

Brett Neubert (CRD# 1171273) is an Investment Advisor Representative working at Robertson Opportunity Capital, LLC in Dallas, TX and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Robertson Opportunity Capital, LLC Addison, TX Apr 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
Contact Info for Brett C. Neubert
Phone Number: 972-713-5001
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $35,405,317
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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