Bret Hackett is a CFP-designated registered investment advisor, based in Southlake, TX, with 20 years of industry experience.
Location
2625 E. Southlake Blvd., Suite 100, Southlake, TX, 76092
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bret is an Investment Advisor Representative (IAR) with Merit Financial Group since 2019, dedicating nearly full-time hours to serving clients. Bret also sells fixed insurance products as an agent, spending a few hours per week on this activity, and is the treasurer for Glory to God Baseball Inc., a non-profit, spending minimal time on cash flow accounting and donations.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.