Brent Brookshire, financial advisor Lufkin TX
89 score

Brent Brookshire

CRD Number: 5456963
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brent Brookshire (CRD# 5456963) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lufkin, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Lufkin, TX Jan 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lufkin, TX Jun 2013 - Current 3
Baylor University Waco, TX May 2010 - Jun 2013 3
Aspen Heights Waco, TX Dec 2009 - May 2010 < 1
Jason's Deli Waco, TX Sep 2009 - Dec 2009 < 1
Baylor University Waco, TX Jun 2008 - Sep 2009 1
Merrill Lynch Lufkin, TX Dec 2007 - Jun 2008 < 1
Brookshire Brothers Lufkin, TX Aug 2007 - Dec 2007 < 1
Lufkin High School Lufkin, TX Aug 2006 - Aug 2007 1
Outback Lufkin, TX May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Brent A. Brookshire
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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