Brent Eugenides (CRD# 1938912) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 29 years of experience in the finance industry. Brent Eugenides 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# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Monroe, CT | Mar 2024 - Current | < 1 |
| Avantax Insurance Agency, LLC | Monroe, CT | Mar 2024 - Current | < 1 |
| Avantax Investment Servcies, Inc. | Monroe, CT | Mar 2024 - Current | < 1 |
| Avantax Insurance Agency And/or Avantax Insurance Services. | Monroe, CT | Feb 2024 - Current | < 1 |
| Avantax Insurance Agency And/or Avantax Insurance Services. | Monroe, CT | Feb 2024 - Current | < 1 |
| John Culhane Cpa | Monroe, CT | Apr 2023 - Current | 1 |
| Be Financial LLC | Monroe, CT | Feb 2023 - Current | 1 |
| Blueprint Financial Advisors | Greensboro, NC | Apr 2023 - Mar 2024 | < 1 |
| Avantax Investment Services, Inc. | Monroe, CT | Aug 2015 - Apr 2023 | 7 |
| Avantax Insurance Agency, LLC | Monroe, CT | Aug 2015 - Apr 2023 | 7 |
| Avantax Advisory Services | Monroe, CT | Aug 2015 - Apr 2023 | 7 |
| Cincinnati Life | Groton, CT | Sep 2015 - Jan 2016 | < 1 |
| Brent Eugenides | Groton, CT | Aug 1998 - Aug 2015 | 17 |
| Guardian Life Ins | Madison, CT | Jan 2014 - Mar 2015 | 1 |
| Park Avenue Securities | Madison, CT | Jan 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
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