Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Daniel Scott is a financial advisor with over 23 years of experience in the industry. Bryan currently works at Cambridge Investment Research Advisors, Inc. located in Milton, Georgia. Prior to joining Cambridge, Bryan worked at FSC Securities Corporation and Raymond James Financial Services, Inc. Bryan has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. Bryan is a Certified Financial Planner™ and holds Series 7, 24, 51, and 66 securities licenses. Bryan is also registered with the state of Georgia as an Investment Advisor Representative.
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
GA
02/02/2023 - Present
Cambridge Investment Research Advisors, Inc. (Milton GA)
GA
08/18/2004 - 10/09/2019
FSC SECURITIES CORPORATION (MILTON GA)
FL
05/21/2002 - 08/19/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IN
01/17/2000 - 06/03/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/17/2000 - 06/03/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 01/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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