Brent Ure, CMFC®, CRPC®

Independent Branch Financial Consultant

+1 702-854-6140

Financial credentials

  • Chartered Mutual Fund Counselor℠
  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2023-present
  • Senior Financial Consultant, TD Ameritrade, 2015-2023
  • Financial Consultant, Ameriprise Financial, 2013-2015

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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