Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Leake is an investment advisor representative with AE Wealth Management, LLC. Bryan has been in the financial services industry since 2007. Bryan holds Series 66, Series 7, and SIE licenses. Bryan specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Educational Seminars. Bryan is also a paraplanner for Biltmore Financial Services and has been in that role since February 2024. Bryan's past experience includes working at Ameriprise Financial Services, LLC, Hightower Advisors, and Wellspring Associates. Bryan has a strong background in financial planning and investment management. Bryan is dedicated to helping clients achieve their financial goals.
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.
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
TX
04/12/2024 - Present
AE Wealth Management, LLC (Mansfield TX)
TX
07/30/2007 - 02/15/2023
AMERIPRISE FINANCIAL SERVICES, LLC (ARLINGTON TX)
TX
04/04/2007 - 07/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
BOTH
Issued 04/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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