Brent became an independent financial planner in 1984 after serving as an officer in the U.S. Marine Corps. He founded a financial services firm in 1985 which grew into The Advisory Group, and offers extensive knowledge in comprehensive personal financial planning, executive compensation programs, investment allocation and implementation strategies and techniques.
Credentials:
- Brent was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 1989.
- Securities Licenses Include FINRA Series 7, 24, 53, 63 and 65 (held at LPL Financial)
- California Insurance License Number 0684419
- California Real Estate Broker License Number 00872521
- BA in Economics and Managerial Studies from Rice University.
Insurance Disclosure:
Brent J. Beverly is domiciled in CA. CA Insurance License #0684419. Principal place of business is 20955 Pathfinder Road, Suite 110, Diamond Bar, CA 91765.