BB
Brent T. Beesley
ELTEKON ADVISORS.
West Lake Hills, TX 78746
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CRD#: 2387723
BB
Professional summary
Brent Tyler Beesley is a registered financial advisor currently at ELTEKON ADVISORS, LLC. located in West Lake Hills, Texas.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brent has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Insurance Broker for Eltekon Insurane Agency. Founder of El Toro Carmesi, LLC dba Fit4U
CRS (Client Relationship Summary) - RIA
Click below to view Brent Tyler Beesley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 9, 2006 - Present
ELTEKON ADVISORS, LLC.
Office #1: 3839 Bee Caves Rd Suite 120, West Lake Hills, TX 78746RIA
CRD#: 115371
West Lake Hills, TX
Past
November 4, 2002 - May 13, 2014
ELTEKON SECURITIES, LLC
BD
CRD#: 111645
WEST LAKE HILLS, TX
Past
October 25, 2002 - December 31, 2005
ELTEKON ADVISORS, LLC.
RIA
CRD#: 115371
AUSTIN, TX
Past
March 27, 2000 - July 23, 2001
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
March 2, 1998 - March 29, 2000
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
Past
January 2, 1998 - March 2, 1998
DAIN RAUSCHER INCORPORATED
BD
CRD#: 7600
Past
October 2, 1995 - January 2, 1998
RAUSCHER PIERCE REFSNES, INC.
BD
CRD#: 6663
DALLAS, TX
Past
October 1, 1993 - October 6, 1995
NATIONSSECURITIES
BD
CRD#: 32542
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
ELTEKON ADVISORS, LLC.
ELTEKON | ELTEKON ADVISORS, LLC.
CRD#: 115371 / SEC#: 801-123415
RIA
Registered Investment Advisory firm - (3/11/2022 Approved)California
Registered Investment Advisory firm - (12/7/2011 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2005 Terminated)District of Columbia
Registered Investment Advisory firm - (12/21/2005 Terminated)Florida
Registered Investment Advisory firm - (12/31/2008 Terminated)Georgia
Registered Investment Advisory firm - (12/31/2008 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2014 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2008 Terminated)Ohio
Registered Investment Advisory firm - (12/31/2008 Terminated)Oklahoma
Registered Investment Advisory firm - (3/30/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/31/2008 Terminated)Texas
Registered Investment Advisory firm - (3/30/2022 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2008 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/9/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
EA
ELTEKON ADVISORS, LLC.
ELTEKON | ELTEKON ADVISORS, LLC.
CRD#: 115371 / SEC#: 801-123415
RIA
Registered Investment Advisory firm - (3/11/2022 Approved)California
Registered Investment Advisory firm - (12/7/2011 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2005 Terminated)District of Columbia
Registered Investment Advisory firm - (12/21/2005 Terminated)Florida
Registered Investment Advisory firm - (12/31/2008 Terminated)Georgia
Registered Investment Advisory firm - (12/31/2008 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2014 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2008 Terminated)Ohio
Registered Investment Advisory firm - (12/31/2008 Terminated)Oklahoma
Registered Investment Advisory firm - (3/30/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/31/2008 Terminated)Texas
Registered Investment Advisory firm - (3/30/2022 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3839 Bee Caves Rd Suite 120, West Lake Hills, TX 78746
Mailing Address
Phone number
(512) 477-3200
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 715 |
| AUM (Assets Under Management) | $ 300,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
