Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Wesley Sherrill is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc.. Bryan has been working in the financial services industry since 2008. Bryan is registered to offer investment advice in North Carolina, and Texas. Bryan is also licensed to provide investment advice in several other states. Bryan is also a teacher at Rowan Cabarrus Community College and is a deacon at Diamond Hill Baptist Church.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
06/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Hunterville NC)
NC
10/02/2014 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (MOORESVILLE NC)
NC
01/16/2012 - 03/07/2014
WELLS FARGO ADVISORS, LLC (CORNELIUS NC)
NC
05/12/2008 - 01/19/2010
WELLS FARGO ADVISORS, LLC (DAVIDSON NC)
IA
Issued 06/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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