Unclaimed
Bryce David Griffith is an investment advisor representative at Cetera Investment Advisers LLC in Wilsonville, Oregon. Bryce has been working in the financial services industry since April 2001. Bryce is registered with FINRA and the state of Oregon and has a Series 6, 7, 24, 63, and 65 licenses. Bryce is also a registered investment advisor in Oregon and Texas. In addition to working with Cetera Investment Advisers, Bryce is also the President/Owner of Foster & Associates, Inc., a financial services firm in Wilsonville, Oregon. Bryce's firm has a broad client base including individuals, families, and businesses. Bryce focuses on providing financial planning, portfolio management, and investment advice to help clients meet 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
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (WILSONVILLE OR)
KS
11/21/2001 - 08/15/2018
SECURITY DISTRIBUTORS (TOPEKA KS)
AZ
07/22/1998 - 02/24/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 09/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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