Unclaimed
Bryan Masten is a Registered Representative and Investment Advisor Representative, currently affiliated with Cambridge Investment Research Advisors, Inc. based in Huntsville, Texas. Bryan has been in the financial services industry since 2006 and has worked for multiple firms, including Parkland Securities, LLC and Sigma Financial Corporation. Bryan holds licenses Series 63, Series 66, Series 7 and the Securities Industry Essentials Examination. In addition to being affiliated with Cambridge Investment Research Advisors, Inc. Bryan is also a manager of Tall Cotton Holdings, LLC and an Independent Insurance Agent for various Independent Insurance Companies.
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
04/13/2017 - Present
Cambridge Investment Research Advisors, Inc. (Huntsville TX)
TX
01/02/2015 - 04/13/2017
PARKLAND SECURITIES, LLC (HUNTSVILLE TX)
MI
03/02/2009 - 12/31/2014
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MI
03/28/2006 - 12/03/2008
EDWARD JONES (TECUMSEH MI)
BOTH
Issued 08/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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