Brenna BibbCRD Number: 6100245
Current Firm: United Capital Financial Advisers
Brenna Bibb (CRD# 6100245) is an Investment Advisor Representative working at United Capital Financial Advisers in Irving, TX and has over 3 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|United Capital Financial Advisers, LLC||Newport Beach, CA||Oct 2014 - Current||2|
|Not Employed||Addison, TX||Jul 2014 - Sep 2014||< 1|
|Tactile Medical||Dallas, TX||May 2014 - Jun 2014||< 1|
|United Capital Financial Advisers, LLC||Dallas, TX||Jun 2012 - May 2014||1|
|United Capital Financial Advisers, LLC||Lubbock, TX||May 2011 - May 2012||1|
|Student||Lubbock, TX||Nov 2002 - May 2012||9|
|Lonestar Industries, LLC||Lubbock, TX||May 2009 - May 2011||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management15,406MILLIONS
Total Number of Accounts48,598ACCOUNTS
Average Account Value$317,017
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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