Unclaimed
Bart Jonathan Bryant is an investment advisor representative at Kestra Advisory Services, LLC, and has over 30 years of experience in the financial services industry. Bart is a registered investment advisor and has licenses in several states, including Florida, Georgia, Maryland, Mississippi, New York, North Carolina, Pennsylvania, South Carolina, Virginia, West Virginia, and Wisconsin. Bart specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and other businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
04/19/2016 - Present
Kestra Advisory Services, LLC (MYRTLE BEACH SC)
SC
01/27/2010 - 03/31/2015
AMERITAS INVESTMENT CORP. (MYRTLE BEACH SC)
SC
03/31/2000 - 02/10/2010
GUNNALLEN FINANCIAL, INC (MYRTLE BEACH SC)
MN
11/22/1995 - 04/13/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NC
07/27/1995 - 11/28/1995
MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)
FL
02/02/1994 - 07/26/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
07/02/1992 - 02/02/1994
F.N. WOLF & CO., INC.
IA
Issued 02/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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