Unclaimed
Bryton Richard Lewis is a registered investment advisor representative with Tiaa-cref Individual & Institutional Services, LLC. Bryton has been in the industry since 2012. Bryton is registered with the state of Nevada and holds the following licenses: Series 6, Series 7, Series 62, Series 63, Series 65, and Series 66. Bryton has experience working with LPL FINANCIAL LLC, MML INVESTORS SERVICES, LLC and Mass Mutual/Abowd & Rose Financial Group. Bryton specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NV
02/14/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (RENO NV)
NV
07/05/2016 - 01/26/2018
LPL FINANCIAL LLC (MINDEN NV)
NV
07/17/2012 - 07/01/2016
MML INVESTORS SERVICES, LLC (CARSON CITY NV)
IA
Issued 08/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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