Bret Alan Curlee
Professional Summary
Bret Alan Curlee, who also goes by Bret Curlee, was a registered financial advisor. Bret was a previously registered financial professional and started their career in finance 1994 - 2019. Bret had worked at 8 firms and has passed the Series 63, Series 66, Series 65, SIE, Series 6, Series 34, Series 3, Series 31, Series 7, Series 26 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bret Curlee
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
GUIDESTONE FINANCIAL SERVICES
Contact Information
Main Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152Mailing Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152Phone Number
(214) 720-6486Established
Texas since 06/26/2008Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | MEMBER | — |
| ALDERMAN, RALPH WARREN JR | DIRECTOR | 8333619 |
| BAILEY, CHAD MICHAEL | PRESIDENT | 5567481 |
| COOK, ROBERT SCOTT | VICE PRESIDENT AND SECRETARY | 5587943 |
| EMFINGER, GLENN DUDLEY | DIRECTOR | 8324235 |
| HALPIN, JEREMY LOWELL | FINOP/CFO/TREASURER | 6560503 |
| MOLINA, STEPHANIE JEAN | CHIEF COMPLIANCE OFFICER | 5115805 |
| POWELL, KEITH ALLEN | DIRECTOR | 8328076 |
| TUCKER, JASON | DIRECTOR | 8141526 |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2015About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Sep 2015About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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