Unclaimed
Bryan P Boll is a financial advisor with over 19 years of experience in the industry. Bryan is registered with Western Wealth Management LLC as an Investment Advisor Representative (IAR) and is also registered as a broker with the firm. Bryan has a strong background in the financial services industry, holding licenses to provide securities, investment advisory, and insurance services. Bryan specializes in providing financial advice and investment management services to individuals, families, and businesses. Bryan is committed to providing personalized and comprehensive financial planning services to help 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.
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.
1
2
CO
04/16/2024 - Present
Western Wealth Management LLC (Greenwood Village CO)
NC
03/06/2017 - 10/04/2023
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NY
02/24/2016 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
TN
06/29/2004 - 02/18/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BOTH
Issued 10/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bryan Boll is the right advisor for you? Invested Better is here to help.