Unclaimed
Bryan Gaskamp is a financial advisor with Cambridge Investment Research Advisors, Inc. with more than 23 years of experience in the financial services industry. Bryan is registered with the state of Texas as an investment advisor representative and a registered representative. Bryan is also registered with the state of Colorado and New Mexico as a registered representative. Prior to joining Cambridge Investment Research Advisors, Inc., Bryan was employed by MML Investors Services, LLC, MONY Securities Corporation and Dean Witter Reynolds Inc. Bryan holds the Series 7, Series 31, Series 63, and Series 65 licenses as well as the SIE exam. Bryan is affiliated with a firm that has more than 71,000 clients and over $87 billion in assets under management. The firm has a strong focus on individual investors and retirement planning and offers a wide range of financial services, including investment management, financial planning, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
07/20/2011 - Present
Cambridge Investment Research Advisors, Inc. (HOUSTON TX)
TX
01/05/2002 - 07/26/2011
MML INVESTORS SERVICES, LLC (HOUSTON TX)
NY
07/28/1999 - 12/03/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/20/1998 - 05/13/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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