Brent Ramsey (CRD# 5343908) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Orlando, FL and has over 16 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Orlando, FL | Jan 2022 - Current | 2 |
| Kestra Advisory Services, LLC | Orlando, FL | Jan 2022 - Current | 2 |
| Proequities, Inc. | Orlando, FL | Feb 2019 - Jan 2022 | 2 |
| Wells Fargo Clearing Services, LLC | Orlando, FL | Nov 2016 - Feb 2019 | 2 |
| Wells Fargo Advisors, LLC | Orlando, FL | May 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- FL
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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