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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryton? Claim Your ProfileBryton Kessel is a financial advisor with Beacon Pointe Advisors, LLC, a firm that provides a variety of financial services, including investment management, financial planning, and consulting. Bryton is also registered with the state of Colorado as an Investment Advisor Representative (IAR). Bryton holds Series 6, 7, 63 and 65 licenses. Bryton has worked in the financial services industry since 2018.
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.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
10/31/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CO
07/27/2020 - 08/05/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
04/29/2019 - 11/07/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
11/19/2018 - 04/30/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
IA
Issued 10/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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