Unclaimed
Bryan Carpenter is a financial advisor with Allspring Funds Management, LLC, with over 12 years of experience in the financial services industry. Bryan has been registered with FINRA since 2008. Bryan previously worked for Natixis Distribution, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bryan is licensed to provide investment advice in all 50 states and the District of Columbia.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
08/31/2022 - Present
Allspring Funds Management, LLC (Boston MA)
MA
09/17/2014 - 07/12/2022
NATIXIS DISTRIBUTION, LLC (BOSTON MA)
RI
10/23/2009 - 01/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
MA
11/21/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 06/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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