Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan David Uecker is a financial advisor with Independent Financial Partners. Bryan has been in the industry since 1995 and has experience providing investment advice to individuals and businesses. Bryan is also a registered representative with IFP Securities, LLC and holds a Series 6 and Series 63 license.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
TX
04/03/2017 - Present
Independent Financial Partners (Austin TX)
TX
04/03/2017 - 05/23/2019
LPL FINANCIAL LLC (AUSTIN TX)
TX
09/15/2014 - 04/05/2017
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
03/20/2014 - 09/12/2014
FINANCIAL TELESIS INC (AUSTIN TX)
TX
05/18/1994 - 12/31/2012
LUCIEN, STIRLING & GRAY FINANCIAL CORPORATION (AUSTIN TX)
IL
11/02/1993 - 04/26/1994
OAK BROOK SECURITIES CORP. (OAKBROOK TERRACE IL)
IA
Issued 04/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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