Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan D. Thomas is an investment advisor representative with LPL Financial LLC and Lighthouse Advisers, LLC. Bryan has been in the financial services industry since 2008. Bryan holds the Series 6, 7, and 66 securities licenses. In addition to being a financial advisor, Bryan also has experience in real estate. Bryan provides a variety of financial planning and consulting services to individuals, businesses, and retirement 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.
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
OH
03/23/2021 - Present
LPL Financial LLC (MENTOR OH)
OH
12/11/2012 - 11/29/2016
THE HUNTINGTON INVESTMENT COMPANY (MENTOR OH)
OH
09/30/2008 - 11/30/2012
KEY INVESTMENT SERVICES LLC (MAYFIELD HEIGHTS OH)
OH
07/10/2008 - 09/11/2008
NATCITY INVESTMENTS, INC. (MENTOR OH)
BOTH
Issued 05/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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