BC
BC

Brent D Christensen

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
5,384 clients
Average Client Portfolio
$209K average
Assets Under Management
$1.1B

Fee Structure

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brent is an independent life insurance and annuity sales agent through BC Consulting LLC since May 2022. This activity takes minimal time.

Employment History
Current Registrations
Portside Wealth Group, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Townsquare Capital, LLC
March 2020 - June 2023 · 3 yrs 3 mos
Fidelity Brokerage Services LLCBroker
March 2013 - March 2019 · 6 yrs
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.
Brent D Christensen - Financial Advisor | TrueAdvisor