Unclaimed
Bryson Kyle Bard is an investment advisor representative registered with Northwestern Mutual Investment Services, LLC. Bryson has been in the financial services industry since 2012. He is registered in 24 states, and holds the Series 6, 7, 63 and 65 licenses. Bryson specializes in providing investment advice to individuals and families. He also offers other advisory services, including investment research and referrals to other advisors. Bryson is passionate about helping clients reach 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
01/08/2015 - Present
Northwestern Mutual Investment Services, LLC (TALLAHASSEE FL)
IA
Issued 12/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bryson Bard is the right advisor for you? Invested Better is here to help.