Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Lynn Smith is an active investment advisor representative with over 40 years of experience in the financial services industry. Bryce is currently registered with Robert W. Baird & Co. Inc. and previously held registrations with J.J.B. HILLIARD, W.L. LYONS, LLC, ADVEST, INC., EVEREN SECURITIES, INC., BLUNT ELLIS & LOEWI INCORPORATED, BROWN, MANN & HINKLE, INC., THE OHIO COMPANY, E. F. HUTTON & COMPANY INC, SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, BUTCHER & SINGER INC., and COMSEC INC.. Bryce has a strong background in providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions. Bryce is also a registered investment advisor in multiple states.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
06/17/2020 - Present
Robert W. Baird & Co. Inc. (Gallipolis OH)
OH
11/18/2005 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (GALLIPOLIS OH)
OH
09/11/1993 - 12/14/2005
ADVEST, INC. (GALLIPOLIS OH)
MO
09/04/1990 - 09/08/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
01/16/1987 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
01/30/1984 - 10/10/1984
BROWN, MANN & HINKLE, INC.
NA
01/06/1978 - 06/28/1982
THE OHIO COMPANY
NA
11/01/1976 - 02/12/1978
E. F. HUTTON & COMPANY INC
NA
01/21/1974 - 11/04/1976
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
11/09/1972 - 11/01/1973
BUTCHER & SINGER INC.
NA
12/01/1971 - 07/22/1972
COMSEC INC.
BOTH
Issued 05/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/28/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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