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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 Ercole Labadia is a financial advisor registered with Vanguard Advisers, Inc. Bryan has been in the industry since June 2011 and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Bryan also holds the Certified Financial Planner designation. Bryan has experience with a variety of financial products and services, including investment planning, portfolio management, and financial planning. Bryan is registered with the state of North Carolina, Texas, and Virginia, and specializes in providing financial advice to individuals, businesses, and institutions. Bryan has a particular interest in working with high-net-worth individuals and families.
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.
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.
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.
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2
NC
10/06/2023 - Present
Vanguard Advisers, Inc. (Charlotte NC)
NC
08/30/2013 - 07/02/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
04/11/2011 - 08/29/2013
RCH SECURITIES (CHARLOTTE NC)
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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