Unclaimed
Ashley Twyon Bryan is an experienced financial advisor with over 20 years in the industry. Ashley is currently registered with LPL Financial LLC in Williston, Vermont. Prior to joining LPL Financial, Ashley was registered with Hornor, Townsend & Kent, LLC and AXA Advisors, LLC, both in Vermont. Ashley specializes in a variety of financial services, including retirement planning, investment management, and insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
01/28/2021 - Present
LPL Financial LLC (WILLISTON VT)
VT
10/29/2010 - 01/29/2021
HORNOR, TOWNSEND & KENT, LLC (S BURLINGTON VT)
VT
09/23/2009 - 04/20/2010
AXA ADVISORS, LLC (BURLINGTON VT)
NY
10/06/1999 - 05/24/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 10/27/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2003
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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