Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Christopher Savage is an Investment Advisor Representative and a Registered Representative with over 15 years of experience in the financial services industry. Bryan holds a Series 7, Series 66, and Series 99TO licenses and is currently registered in 16 states. Bryan is affiliated with LPL Financial LLC and has been with the firm since December 2021. Prior to that, Bryan was with Securities America, Inc. Bryan's clients include individuals, high-net-worth individuals, trusts, estates, corporations, and retirement plans. He provides financial planning, portfolio management, and other investment-related services.
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.
Consulting and other non-discretionary advisory services
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
MN
12/15/2021 - Present
LPL Financial LLC (MAPLE GROVE MN)
CA
10/16/2017 - 12/21/2021
SECURITIES AMERICA, INC. (HUNTINGTON BEACH CA)
CA
10/23/2015 - 10/24/2017
NATIONAL PLANNING CORPORATION (Orange CA)
CA
09/02/2011 - 10/19/2015
FIRST ALLIED SECURITIES, INC. (ORANGE CA)
CA
04/08/2008 - 09/16/2011
METLIFE SECURITIES INC. (ORANGE CA)
BOTH
Issued 04/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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