Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Holoman is a financial advisor with LPL Financial LLC, a broker-dealer firm that provides investment advice, financial planning, and other services to individuals, families, and businesses. Bryan is registered as an investment advisor representative in Maryland and Virginia. Bryan has been in the securities industry since 1994 and has experience working with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations.
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.
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VA
04/02/2012 - Present
LPL Financial LLC (BROADLANDS VA)
TX
02/18/2011 - 04/02/2012
WFG INVESTMENTS, INC. (DALLAS TX)
VA
06/02/2009 - 02/24/2011
AXA ADVISORS, LLC (ASHBURN VA)
MD
06/25/1998 - 06/01/2009
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)
TX
01/25/1994 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 08/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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