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BB

Becca L. Brister

CHARLES SCHWAB & CO.
Carrollton, TX
Some features on this profile are disabled
CRD#: 6394966
BB
Becca Leigh BristerCHARLES SCHWAB & CO.

Professional summary

Becca Leigh Brister, who also goes by Bec Leigh Brister, Becky Leigh Brister, is a registered financial advisor currently at CHARLES SCHWAB & CO., INC. located in Carrollton, Texas and ISC ADVISORS, INC. located in Dallas, Texas.

Becca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Becca has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

Aliases

Bec Leigh Brister | Becky Leigh Brister

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Becca Leigh Brister's CRS (Customer Relationship Summary).
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

October 14, 2022 - Present

CHARLES SCHWAB & CO., INC.

RIA
BD
CRD#: 5393
Carrollton, TX
Current

June 29, 2026 - Present

ISC ADVISORS, INC.

Office #1: 3500 Oak Lawn Ave Ste 400, Dallas, TX 75219
RIA
CRD#: 166586
DALLAS, TX
Current

June 17, 2022 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 2423 E Lincoln Dr, Phoenix, AZ 85016-1215
RIA
BD
CRD#: 5393
Phoenix, AZ
Current

June 29, 2026 - Present

INSTITUTIONAL SECURITIES CORPORATION

Office #1: 3500 Oak Lawn Ave Ste. 400, Dallas, TX 75219
BD
CRD#: 20291
DALLAS, TX
Past

January 29, 2018 - November 1, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX
Past

October 18, 2014 - August 9, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX

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".
IA
ISC ADVISORS, INC.
ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA
Registered Investment Advisory firm - (3/20/2013 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(10/14/2022)
IAR
Texas
(10/14/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/14/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/24/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/17/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/18/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/21/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/6/2024
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

IA
ISC ADVISORS, INC.
ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA
Registered Investment Advisory firm - (3/20/2013 Approved)
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Contact information

Main Address
3500 Oak Lawn Ave Ste 400, Dallas, TX 75219
Mailing Address
Phone number
(214) 520-1115
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ISC ADVISORS PART 2A-MARCH 2024 (7/30/2025)

Regulatory assets under management

Total Number of Accounts1,989
AUM (Assets Under Management)$ 1,539,119,817

Red Flags

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.

Company Information

ISC ADVISORS, INC.

CRD#: 166586Carrollton, TX

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