Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Larrison is a financial advisor with Trustmont Advisory Group, Inc. in Dublin, OH. Bryan has been in the financial services industry since 1999. Bryan offers financial planning, portfolio management for individuals and selection of other advisors to clients. Bryan is registered to provide investment advice in California, Georgia, and Ohio. Bryan is a member of USA Hockey and enjoys coaching youth hockey.
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.
Helps you choose top advisors aligned with your financial goals.
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
OH
04/04/2024 - Present
Trustmont Advisory Group, Inc. (DUBLIN OH)
OH
03/10/2017 - 08/01/2023
AUSDAL FINANCIAL PARTNERS, INC. (Dublin OH)
SC
06/24/2014 - 03/13/2017
SANDLAPPER SECURITIES, LLC (GREENVILLE SC)
OH
06/01/2010 - 06/23/2014
COLONY PARK FINANCIAL SERVICES LLC. (COLUMBUS OH)
OH
04/27/2007 - 04/21/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
10/31/2003 - 05/15/2007
UBS FINANCIAL SERVICES INC. (UPPER ARLINGTON OH)
NY
02/01/2001 - 11/13/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/30/1999 - 12/12/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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