Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Carl Keathley is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Bryan has been in the industry since November 1995 and holds the Series 6, 7, 63 and 66 securities licenses. Bryan is registered with the state of Texas. Bryan is also the President of Safe Harbor Benefits, Inc., a company that provides insurance services. In addition to his work as an investment advisor representative, Bryan is also a Limited Partner in several family limited partnerships.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
04/21/2016 - Present
Cambridge Investment Research Advisors, Inc. (Arlington TX)
TX
11/27/1995 - 04/28/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ARLINGTON TX)
BOTH
Issued 07/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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