Unclaimed
Bryon Edward Meyer is a financial advisor with LPL Financial LLC, a firm headquartered in Fort Mill, South Carolina. Bryon has been in the financial services industry since November 2001 and has held several previous positions with other firms, including Gradient Securities, LLC, Fintegra, LLC, and First Command Financial Planning, Inc. Bryon has passed the Series 6, 7, 63, and 65 exams and holds an active registration in South Dakota, as well as a number of other states. LPL Financial LLC is a large firm with over $50 billion in assets under management and provides a range of services, including financial planning, portfolio management, and educational seminars.
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
SD
09/15/2021 - Present
LPL Financial LLC (SIOUX FALLS SD)
SD
08/19/2015 - 09/14/2021
GRADIENT SECURITIES, LLC (Sioux Falls SD)
SD
10/01/2013 - 08/11/2015
FINTEGRA, LLC (SIOUX FALLS SD)
SD
05/14/2012 - 10/16/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (SIOUX FALLS SD)
SD
08/10/2000 - 02/24/2011
THRIVENT INVESTMENT MANAGEMENT INC. (SIOUX FALLS SD)
IA
Issued 03/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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