Unclaimed
Bryan Rigg is a financial advisor with over 15 years of experience in the industry. Bryan is currently registered with Founders Financial Securities LLC as a Registered Representative and Investment Advisor Representative. Bryan has held previous positions at Cantella & Co., Inc., Broker Dealer Financial Services Corp., and Credit Suisse Securities (USA) LLC. Bryan has a Series 7, Series 63, and Series 65 licenses. Bryan is also a Certified Financial Planner. Bryan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Bryan is committed to helping clients achieve their financial goals.
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.
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.
1
2
TX
05/31/2022 - Present
Founders Financial Securities LLC (Dallas TX)
TX
10/19/2018 - 04/07/2022
CANTELLA & CO., INC. (DALLAS TX)
TX
10/10/2012 - 10/19/2018
BROKER DEALER FINANCIAL SERVICES CORP. (ADDISON TX)
IA
09/24/2012 - 09/26/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
TX
01/30/2009 - 10/06/2011
WFG INVESTMENTS, INC. (DALLAS TX)
TX
05/23/2006 - 03/05/2009
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
IA
Issued 08/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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