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Bryan Danny McDermott

Financial Planning FOR Generations, Inc.

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About Bryan Danny McDermott

Bryan McDermott is a financial advisor with Financial Planning FOR Generations, Inc.. Bryan has been in the industry for 1 year and has a Series 66 license. Bryan's previous firm was D.A. Davidson & Co. where Bryan worked for 5 months. Bryan also has 2 product exams: Series 7 and SIE. Bryan is registered to offer investment advice in California. Bryan also has experience in in-home care services for seniors.

Firm Information

Bryan McDermott is currently registered with Financial Planning FOR Generations, Inc.. Financial Planning FOR Generations, Inc. is a registered investment advisor with 3 investment advisor representatives. The firm provides financial planning services to high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. They do not offer portfolio management services. You can reach them at HTTP://WWW.FPGADVISORS.COM.

Not reported

Assets Under Management

120

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

Fee Structure

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.

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Bryan McDermott’s Registration & Firm History

CA

09/28/2023 - Present

Financial Planning FOR Generations, Inc. (ENCINO CA)

CA

04/10/2023 - 09/14/2023

D.A. DAVIDSON & CO. (PASADENA CA)

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Licenses & Designations

BOTH

Issued 05/15/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Danny McDermott.
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