Brett Harner is a registered investment advisor, based in Dunedin, FL, with 17 years of industry experience.
Location
1659 Achieva Way, Dunedin, FL, 34698
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLCBroker
October 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
October 2023 - Present · 2 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
April 2018 - September 2022 · 4 yrs 5 mos
LPL Financial LLC
April 2018 - September 2022 · 4 yrs 5 mos
Cuso Financial Services, L.P.Broker
October 2012 - March 2018 · 5 yrs 5 mos
Cuso Financial Services, L.P.
October 2012 - March 2018 · 5 yrs 5 mos
Chase Investment Services CORP.
August 2010 - January 2012 · 1 yr 5 mos
Chase Investment Services CORP.Broker
August 2010 - January 2012 · 1 yr 5 mos
Edward Jones
January 2007 - July 2010 · 3 yrs 6 mos
Edward JonesBroker
December 2006 - July 2010 · 3 yrs 7 mos
State Registrations3 states
CAFLGA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.