Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Bolton is an Investment Advisor Representative who has been in the financial industry since 2011. Bryan is registered with the state of Tennessee and currently works for First Horizon Advisors, Inc., which is based in Memphis, TN. Bryan has previously worked for SunTrust Investment Services, Inc. in Nashville, TN and Atlanta, GA. Bryan has passed the Series 66, Series 7, and SIE exams. Bryan specializes in providing investment advice and financial planning services to a range of clients including individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
1
2
TN
09/16/2016 - Present
First Horizon Advisors, Inc. (Nashville TN)
TN
07/11/2011 - 09/01/2016
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
BOTH
Issued 11/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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