Bret Whiteley

Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor

EXPERIENCE:
Bret has been in the financial services industry since 2009.  He focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. He also provides comprehensive solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle.  

EDUCATION & CREDENTIALS:

  • Bachelor of Business Administration-University of Texas at Arlington
  • Series 6, 63 and 65 Securities registrations¬†
  • Texas life and health insurance licenses

INTERESTS:

  • Spending time with family
  • Golfing
  • Traveling

2928712-062023

Phone 682-233-7015
Fax 1-800-518-6156