Brent T. Farrimond

GLOBAL WEALTH ADVISORS

San Antonio, TX 78232

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CRD#: 2639286

Professional summary

Brent Todd Farrimond is a registered financial advisor currently at GLOBAL WEALTH ADVISORS located in San Antonio, Texas.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Brent has worked at 8 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55, Series 7 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.

Fixed Insurance Sales; As of 12/06/21; less than 5% time spent during business hours; Conducted at branch; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Todd Farrimond'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®

None

Experience

Current

June 4, 2024 - Present

GLOBAL WEALTH ADVISORS

Office #1: 500 N. Loop 1604 E. Suite 250, San Antonio, TX 78232Office #2: 500 N. Loop 1604 E Suite 250, San Antonio, TX 78232

RIA

CRD#: 147800

San Antonio, TX

Past

December 14, 2021 - August 15, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

SAN ANTONIO, TX

Past

December 14, 2021 - August 15, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

SAN ANTONIO, TX

Past

August 19, 2019 - June 17, 2020

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN ANTONIO, TX

Past

October 15, 2013 - June 17, 2020

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

October 15, 2013 - June 17, 2020

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

SAN ANTONIO, TX

Past

April 18, 2013 - October 18, 2013

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SAN ANTONIO, TX

Past

September 6, 2007 - October 18, 2013

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN ANTONIO, TX

Past

December 4, 2006 - May 9, 2013

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

October 2, 1997 - December 31, 2007

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

SAN ANTONIO, TX

Past

November 9, 1995 - July 14, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

September 28, 1995 - October 26, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 28, 1995 - October 26, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(6/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/1/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/9/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 2/11/2014

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 9/27/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/3/2023

General Securities Principal Examination

Current Firm

GLOBAL WEALTH ADVISORS

GLOBAL WEALTH ADVISORS | GW ADVISORS, LLC

CRD#: 147800 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (1/2/2024 Approved)

Texas

Registered Investment Advisory firm - (10/20/2008 Approved)

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Contact information

Main Address

4400 State Highway 121 Suite 200, Lewisville, TX 75056

Mailing Address

Phone number

(972) 930-1238

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brent T. Farrimond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Todd Farrimond's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

USAA FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

MML INVESTORS SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2006

Series 63

Date: 10/9/1995

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 2/11/2014

Series 7

Date: 9/27/1995

Series 24

Date: 11/3/2023

Current Firm

GLOBAL WEALTH ADVISORS

Contact information

Documents

Red Flags

Company Information

GLOBAL WEALTH ADVISORS

TRUST BUT VERIFY

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