Bret Livingston Email & Phone Number
Vice President, Partners Performance @ United Capital Financial Advisers, LLC
Bret Livingston's Location
Irving, TX, US
Bret Livingston's Work
- Vice President, Partners Performance @ United Capital Financial Advisers, LLC
- Chaplain @ US Army
- Managing Director @ Seaward Financial Management
- Vice President of Regional Office Operations @ United Capital Financial Advisers, LLC
- Vice President of Investment Operations @ United Capital (UCFA)
- Client Service Manager Iii @ Fidelity Investments
- Implemenation Project Manager Iv @ Fidelity Investments
- Client Service Manager Ii @ Fidelity Investments
Bret Livingston's Education
- Dallas Baptist University
Masters (Ministry)
2012 - 2015 - University of Massachusetts Dartmouth
Bachelors (Humanities, Social Science)
2005 - 2009
Bret Livingston's Skills
- Series 7
- Series 63
- Mutual Funds
- Wealth Management
- Asset Allocation
- Investments
- Investment Advisory
- Series 6
- Financial Services
- Alternative Investments
Bret Livingston's Summary
Bret Livingston, based in Irving, TX, US, is currently a Vice President, Partners Performance at United Capital Financial Advisers, LLC, bringing experience from previous roles at Us Army, Seaward Financial Management, United Capital Financial Advisers, LLC and United Capital (Ucfa). Bret Livingston holds a 2012 - 2015 Masters in Ministry @ Dallas Baptist University. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation and more, Bret Livingston contributes valuable insights to the industry. Bret Livingston has 1 email on RocketReach.
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