Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryson? Claim Your ProfileBryson Joel McKinney is an active financial advisor, licensed in North Carolina, California, Florida, Pennsylvania, South Carolina, Tennessee, and Virginia. Bryson holds Series 7 and Series 66 licenses and has been in the industry since 2006. Bryson works for Raymond James Financial Services Advisors, Inc. in the Winston Salem, NC branch. Bryson's previous employers were LPL Financial LLC and Edward Jones. Bryson holds the Certified Financial Planner and Chartered Financial Consultant designations. In addition to being a registered representative for Raymond James, Bryson is also an Associate with Pinnacle Bank / Pinnacle Financial Partners and an Associate with Pinnacle Asset Management, both in Winston Salem.
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
11/13/2017 - Present
Raymond James Financial Services Advisors, Inc. (WINSTON SALEM NC)
NC
04/01/2009 - 11/13/2017
LPL FINANCIAL LLC (WINSTON-SALEM NC)
NC
01/01/2006 - 01/07/2009
EDWARD JONES (YADKINVILLE NC)
BOTH
Issued 01/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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