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 Richardson is a registered Investment Advisor Representative with Advisor Share Wealth Management. Bryan has been in the industry since 1989. Bryan holds Series 6, 63, and 65 licenses. In addition to working with Advisor Share Wealth Management, Bryan also provides life and health insurance products as an insurance agent.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
1
2
WA
04/11/2024 - Present
Advisor Share Wealth Management (VANCOUVER WA)
IN
02/15/1995 - 04/03/2024
EBH SECURITIES, INC. (INDIANAPOLIS IN)
MA
09/01/1994 - 12/13/1994
CANTELLA & CO., INC. (MALDEN MA)
IN
04/12/1994 - 04/13/1994
BOWERS, THOMPSON & CO., INC. (INDIANAPOLIS IN)
NA
10/10/1991 - 02/22/1994
G. R. PHELPS & CO., INC.
IN
09/17/1991 - 10/10/1991
BOWERS, THOMPSON & CO., INC. (INDIANAPOLIS IN)
IN
01/04/1991 - 07/05/1991
THURSTON, SPRINGER, MILLER & HERD, INC. (INDIANAPOLIS IN)
NY
10/10/1990 - 12/07/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
11/06/1989 - 10/10/1990
MONARCH SECURITIES, INC.
IA
Issued 03/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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