Unclaimed
Brian Stephen Bridges is an investment advisor representative who has been in the industry since May 14, 2013. Brian is registered with Edward Jones in Greenville, South Carolina. Brian holds both a Series 66 and Series 7 license. Brian is registered in 18 states. Brian is also registered in 2 states as an Investment Advisor Representative. Brian has experience in the following specializations: Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisors, Pension Consulting, and Financial Planning. Brian is also a part-time Executive Consultant for Bridges Dental LLC in Greer, South Carolina.
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
SC
12/06/2018 - Present
Edward Jones (GREENVILLE SC)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
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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