Amegy Wealth Advisors | LPL Financial
Brent Buehler
Vice President | Wealth Advisor
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Branch/Office Location
Brent Buehler
Vice President | Wealth Advisor
- B.A. History | University of Texas San Antonio
- FINRA Series 7, Series 63, Series 65 registrations held with LPL Financial and Life & Health Insurance licensed
- Accredited Asset Management Specialist® (AAMS®),
Chartered Retirement Planning Counselor® (CRPC®)
Brent joined Amegy Wealth Advisors in 2018, bringing over 18 years of financial industry experience to the firm.
Previously, Brent served as an Advisor & Relationship Manager for high net worth individuals and families in the SELECT program with USAA Investments. While there, he assisted the USAA members with their financial and estate planning needs as well as crafted individual solutions to address complex circumstances. For the past 10 years, Brent served his clients as an independent wealth manager recommending and implementing needs based financial planning strategies.
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Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Amegy Bank, a division of Zions Bancorporation, N.A., and Amegy Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Amegy Wealth Advisors, and may also be employees of Amegy Bank, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Amegy Bank, a division of Zions Bancorporation, N.A. or Amegy Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
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