Unclaimed
Bryan S. Clark is a financial advisor with over 7 years of experience in the financial services industry. Bryan is currently registered with OneAmerica Securities, Inc. and is licensed to provide financial advice in Alabama, Georgia, Maryland, New Jersey, New York, North Carolina, Tennessee, and Virginia. Bryan specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Bryan is committed to providing his clients with personalized financial advice that meets their unique needs and 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
TN
07/14/2021 - Present
Oneamerica Securities, Inc. (Kingsport TN)
TN
01/05/2017 - 07/06/2018
VALIC FINANCIAL ADVISORS, INC. (BRENTWOOD TN)
TN
04/11/2016 - 12/27/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNSON CITY TN)
TN
12/21/2015 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (KINGSPORT TN)
IA
Issued 10/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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