Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan McDavitt is an investment advisor representative who has been in the industry since February 17, 2014. Bryan has a Series 6, 62, 63, and 65 securities license. Bryan has a current registration with LPL Financial LLC. Bryan also holds a current registration with the state of Massachusetts. Bryan previously worked for COMMONWEALTH FINANCIAL NETWORK. Bryan is registered with the state of Massachusetts as an investment adviser representative. Bryan McDavitt is currently affiliated with LPL Financial LLC as an investment advisor representative. Bryan also has a registration with the state of Massachusetts as an investment advisor representative. Bryan McDavitt works with individuals and businesses in the areas of financial planning, portfolio management, pension consulting, and educational seminars. Bryan McDavitt also provides other non-discretionary advisory services.
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.
1
2
MA
08/16/2023 - Present
LPL Financial LLC (SHREWSBURY MA)
MA
02/18/2014 - 08/14/2023
COMMONWEALTH FINANCIAL NETWORK (Shrewsbury MA)
IA
Issued 07/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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