Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Ingle is a financial advisor with LPL Financial LLC. Bryan is a Registered Representative with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Bryan has been in the financial services industry since 2012 and has experience with U.S. Bancorp Investments, Inc., Waddell & Reed, Inc., and UBS Financial Services, Inc. Bryan is a Series 66, 7TO, 9, 10, and 99TO licensed professional. Bryan has a diverse set of specializations including Retirement Planning, College Savings, Estate Planning, Tax Planning, and Insurance. Bryan is committed to providing clients with personalized financial advice and guidance.
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.
1
2
TN
06/21/2023 - Present
LPL Financial LLC (CLARKSVILLE TN)
TN
12/21/2018 - 06/07/2023
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
VA
06/07/2013 - 12/23/2014
UBS FINANCIAL SERVICES INC. (VIRGINIA BEACH VA)
TN
05/22/2012 - 05/09/2013
U.S. BANCORP INVESTMENTS, INC. (CLARKSVILLE TN)
TN
12/08/2011 - 05/02/2012
WADDELL & REED, INC. (NASHVILLE TN)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/21/2018
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2014
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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