Unclaimed
Bryan Walls is a financial advisor with Wealth Enhancement Advisory Services, LLC. Bryan has been in the financial services industry since 2011. Bryan has a Series 7, Series 63, and Series 65 license. Bryan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Bryan also works as an agent for JOYN Advisors Inc.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
05/08/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
GA
06/11/2018 - 04/30/2020
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
02/17/2011 - 09/20/2017
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
IA
Issued 09/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Bryan Walls is the right advisor for you? Invested Better is here to help.