Unclaimed
Brian Bishop is a financial advisor with Edward Jones. Brian has been in the financial industry for over 20 years. Brian is licensed to provide financial advice in multiple states, including Tennessee, Texas, and Virginia. Brian has a wide range of experience and specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and families. Brian's clients include individuals, high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and charitable organizations. Brian works with clients to develop personalized financial plans that meet their specific needs and goals. Brian is committed to providing his clients with the highest level of service and expertise.
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.
See schedule d - miscellaneous
1
2
VA
10/02/2020 - Present
Edward Jones (Pennington Gap VA)
GA
02/15/2006 - 10/29/2007
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
AL
08/11/2004 - 11/18/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MO
06/04/2002 - 08/05/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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