Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Strike is a financial advisor who has been in the industry since 2010. Bryan currently works for Mercer Global Advisors Inc. in Atlanta, GA and has been with the firm since December 2020. Bryan holds licenses in Georgia, Louisiana and Texas. Bryan has a variety of professional designations, including Certified Financial Planner, Personal Financial Specialist, and Chartered Financial Analyst. Bryan has experience working with high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans. In addition to his work as a financial advisor, Bryan also owns and operates Castlemark Designs, LLC, a woodworking business in Woodstock, GA.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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GA
12/23/2020 - Present
Mercer Global Advisors Inc. (Atlanta GA)
IA
04/30/2010 - 05/08/2012
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
BC
Issued 05/28/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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