Bret Whiteley is a registered investment advisor, based in Ft Worth, TX, with 16 years of industry experience.
Location
2900 Wingate Street, Suite 100, Ft Worth, TX, 76107
Get directionsHistory
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 works as an Investment Advisor Representative (IAR) through Kestra Advisory Services, dedicating full-time hours. Bret is also a Registered Representative helping clients with insurance and financial needs, also dedicating full-time hours.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations21 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.