Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Baldwin is a financial advisor with over 35 years of experience in the financial services industry. Bryce has been registered with LPL Financial LLC since April 2019. Previously, Bryce was registered with Raymond James Financial Services, Inc. from 1996 to 2019. Bryce has a broad range of experience, including working with individuals, corporations, and charitable organizations. Bryce holds Series 7, 24, 63 and 65 securities licenses. Bryce also holds a principal exam in General Securities Principal Examination and product exams in Securities Industry Essentials Examination and General Securities Representative Examination. Bryce is committed to providing clients with personalized financial advice and guidance to help them 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.
Consulting and other non-discretionary advisory services
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.
1
2
UT
04/25/2019 - Present
LPL Financial LLC (SALT LAKE CITY UT)
UT
10/02/1996 - 04/25/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)
NY
06/18/1990 - 10/09/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/13/1986 - 07/03/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
08/23/1983 - 06/27/1986
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 02/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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