AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BC

Brett P. Chambers

CHAMBERS FINANCIAL CONSULTING
SONORA, TX 76950
Some features on this profile are disabled
CRD#: 6598375
BC

Professional summary

Brett Paul Chambers is a registered financial advisor currently at CHAMBERS FINANCIAL CONSULTING located in Sonora, Texas.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brett has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
Brett Chambers is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies. Brett Chambers will not sell any insurance products to clients or prospective clients of CFC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Paul Chambers'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 21, 2024 - Present

CHAMBERS FINANCIAL CONSULTING

Office #1: 203 Us Highway 277 N, Sonora, TX 76950
RIA
CRD#: 329781
SONORA, TX
Past

March 1, 2021 - June 24, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
SONORA, TX
Past

March 1, 2021 - June 24, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
SONORA, TX
Past

March 24, 2016 - March 2, 2021

EDWARD JONES

RIA
CRD#: 250
Del Rio, TX
Past

March 2, 2016 - March 2, 2021

EDWARD JONES

BD
CRD#: 250
Del Rio, TX

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
(6/21/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/2/2016
General Securities Representative Examination

Current Firm

CF
CHAMBERS FINANCIAL CONSULTING
CHAMBERS FINANCIAL CONSULTING | CHAMBERS FINANCIAL CONSULTING, LLC

CRD#: 329781 / SEC#:

Texas
Registered Investment Advisory firm - (6/21/2024 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
203 Us Highway 277 N, Sonora, TX 76950
Mailing Address
Po Box 472, Sonora, TX 76950
Phone number
(325) 413-1313
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts49
AUM (Assets Under Management)$ 27,010,520

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

CHAMBERS FINANCIAL CONSULTING

CRD#: 329781Sonora, TX 76950

TRUST BUT VERIFY

Monitor Brett Chambers

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JW
Jessica WilliamsAdvisorCheck Check Mark
VANGUARD ADVISERS, INC.
IAR
RR
CHARLOTTE, NC
AC
Angela ChinnAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Los Angeles, CA
LD
Latoya Davis- DenuzzoAdvisorCheck Check Mark
FIDELITY PERSONAL AND WORKPLACE ADVISORS
PR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics