linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bryan Anthony Wing

PAX Financial Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bryan? Claim Your Profile

About Bryan Anthony Wing

Bryan Wing is a financial advisor with PAX Financial Group, based in San Antonio, Texas. Bryan has been in the financial services industry since 2006. Bryan has a background in providing financial advice and guidance to individuals, as well as experience in a variety of other areas. Bryan holds the Series 66, SIE, and Series 7 licenses, and is a Certified Financial Planner. Bryan is committed to providing high-quality financial advice and guidance to help clients achieve their financial goals.

Firm Information

Bryan Wing is currently registered with PAX Financial Group. PAX Financial Group, located in San Antonio, Texas, is an independent financial advisor offering a wide range of services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and other clients. The firm has a team of 16 Investment Advisor Representatives and 9 licensed agents who manage over $600 million in assets for over 4,000 clients, including both high-net-worth individuals and individuals other than high-net-worth. PAX Financial Group also offers a wrap fee program and participates in a variety of podcasts focused on financial topics.
PAX Financial Group

270 NORTH LOOP 1604 EAST

SAN ANTONIO, TX 78232

$600.06M

Assets Under Management

13

Total Clients

14

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

podcasts

Podcasts

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

A percentage of assets under pontera advisory

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bryan Wing’s Registration & Firm History

TX

06/13/2016 - Present

PAX Financial Group (SAN ANTONIO TX)

TX

03/19/2010 - 07/17/2017

LPL FINANCIAL LLC (SAN ANTONIO TX)

TX

01/14/2008 - 03/11/2010

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

07/19/2006 - 12/31/2007

MML INVESTORS SERVICES, INC. (SAN ANTONIO TX)

Not sure if Bryan Anthony Wing is right for you?

Licenses & Designations

BOTH

Issued 08/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Anthony Wing.
Not sure if Bryan Anthony Wing is right for you?