Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Bentley is a financial advisor with over 10 years of experience in the industry. Bryan holds Series 6, 63, and 65 licenses and is registered with the state of California and Texas. Currently, Bryan is associated with Brookstone Wealth Advisors, LLC and Talon Private Wealth, LLC.
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.
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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CA
10/06/2021 - Present
Brookstone Wealth Advisors, LLC (GRANITE BAY CA)
CA
10/28/2011 - 10/01/2012
FARMERS FINANCIAL SOLUTIONS, LLC (ROSEVILLE CA)
IA
Issued 01/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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