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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Christopher Epperson is a financial advisor registered with Raymond James & Associates, Inc. Bryan has been in the industry since 1999 and has experience with a variety of investment products and services. Bryan is a registered representative in Indiana and Texas. Bryan has a Series 6, 7, 10, 63 and 65 license. Bryan holds a Series 63 and 65 license. Bryan is also a registered investment advisor representative in Indiana and Texas. Bryan has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
03/06/2017 - Present
Raymond James & Associates, Inc. (Greenwood IN)
IN
05/13/2014 - 11/02/2016
J.J.B. HILLIARD, W.L. LYONS, LLC (FRANKLIN IN)
TN
09/02/2009 - 04/04/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
NY
05/01/2003 - 07/31/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
05/25/1999 - 03/31/2003
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 06/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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