Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Anthony Dunlap is a financial professional with experience in the securities industry. Bryan has been registered with FINRA since 2022 and is currently licensed to conduct business in all 50 states. Bryan is a registered representative with Charles Schwab & Co., Inc. Prior to joining Charles Schwab, Bryan worked with TD Ameritrade, Inc. Bryan specializes in providing a variety of financial services including financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/16/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/08/2022 - 06/06/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 02/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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