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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Davidson is a financial advisor with LPL Financial LLC. Bryan has been working in the industry since 2008 and has experience with Edward Jones, PNC Investments, and BMO HARRIS FINANCIAL ADVISORS, INC. Bryan is licensed in several states and holds the Series 7, Series 66, and SIE exams. Bryan has previously worked with clients including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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AZ
06/22/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
09/26/2014 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
IL
03/04/2011 - 09/08/2014
PNC INVESTMENTS (ZION IL)
IL
04/23/2010 - 08/25/2010
CHASE INVESTMENT SERVICES CORP. (LAKE BLUFF IL)
WI
01/25/2008 - 03/23/2010
EDWARD JONES (ELKHORN WI)
BOTH
Issued 04/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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