Brett Fallon is a registered investment advisor, based in Tempe, AZ, with 26 years of industry experience.
Location
60 East Rio Salado Parkway, Suite 1201, Tempe, AZ, 85281
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Regulatory History (1)
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Customer Dispute
June 2008Denied
Other Business ActivitiesSells Insurance
Brett is an agent at Momentum Financial Partners, LLC, where the use of insurance products may be suitable for specific client needs. He is also an investor in and investment advisor for The Ameriflex Group, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 10 mos
The Ameriflex Group
December 2019 - Present · 6 yrs 4 mos
Previous Registrations
Osaic Wealth, INC.
May 2024 - July 2025 · 1 yr 2 mos
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.
December 2010 - May 2020 · 9 yrs 5 mos
Sagepoint Financial, INC.
October 2010 - December 2010 · 2 mos
Rg Capital Investment Advisory Services, LLC
March 2006 - November 2010 · 4 yrs 8 mos
Sagepoint Financial, INC.Broker
October 2005 - September 2023 · 17 yrs 11 mos
Integrated Wealth Management, LLC
September 2001 - July 2004 · 2 yrs 10 mos
Sunamerica Securities, INC.Broker
August 2001 - October 2005 · 4 yrs 2 mos
Washington Square Securities, INC.Broker
March 2000 - August 2001 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
July 1999 - April 2000 · 9 mos
American Express Financial Advisors INC.Broker
July 1999 - April 2000 · 9 mos
State Registrations27 states
ALAZCACOFLIDILKYMAMDMEMIMONCNJNMNVNYOHORPASDTNTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.