Bret
Hackett
Merit Financial Advisors
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About this Advisor
Bret Hackett is a financial advisor based in Southlake, Texas, working with Merit Financial Advisors. Bret has previously held positions at H.D. Vest Investment Services, H.D. Vest Advisory Services, Lpl Financial, LLC, and Merit Financial Group, LLC (Dba: Merit Financial Advisors). Bret has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Bret is part of Merit Financial Advisors, which operates out of Southlake, Texas. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Bret Hackett Work History
Merit Financial Group, LLC (Dba: Merit Financial Advisors)
Lpl Financial, LLC
H.D. Vest Investment Services
H.D. Vest Advisory Services
Disclosures
Please visit the SEC profile of Bret Hackett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merit Financial Advisors
Alpharetta, GA
Alpharetta, GA
Southlake, TX
Alpharetta, GA
Issaquah, WA
Alpharetta, GA
Denver, CO
Sheboygan Falls, WI
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