Brent
Loope
Osaic Institutions, Inc
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About this Advisor
Brent Loope is a financial advisor based in Harrisonburg, Virginia, working with Osaic Institutions, Inc. Brent has previously held positions at Rocktown Realty, Axa Advisors, LLC, Waynesboro City Public Schools, Harrisonburg City Public Schools, Kline May Realty, Rosetta Stone, Osaic Institutions, Inc, and Farmers & Merchants Bank. Brent has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Brent is part of Osaic Institutions, Inc, which operates out of Harrisonburg, Virginia. The firm has 574 offices and 630 employees. The firm manages assets totaling $4.0 billion and serves charitable clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$4,024,448,971
630
8,779
$458,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Brent Loope Work History
Osaic Institutions, Inc
Farmers & Merchants Bank
Rosetta Stone
Kline May Realty
Axa Advisors,LLC
Harrisonburg City Public Schools
Rocktown Realty
Waynesboro City Public Schools
Disclosures
Please visit the SEC profile of Brent Loope to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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