Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Roberts is a financial advisor with over 23 years of experience in the financial services industry. Bryan has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Bryan is a Certified Financial Planner and a Chartered Financial Consultant. Bryan is currently registered with LPL Financial LLC. Previously, Bryan was registered with CUNA BROKERAGE SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and MML INVESTORS SERVICES, INC. Bryan is committed to providing his clients with the highest level of service and expertise.
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
PA
02/11/2025 - Present
LPL Financial LLC (PHILADELPHIA PA)
PA
12/10/2002 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
MN
01/26/1999 - 12/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/26/1999 - 12/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
09/30/1998 - 01/14/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 02/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bryan Roberts is the right advisor for you? Invested Better is here to help.
