Unclaimed
Callen Wayne Bryan is a financial advisor with over 37 years of experience in the industry. Callen is currently registered with LPL Financial LLC and has a strong track record of providing financial advice to individuals, families, and businesses. Callen has held previous roles at CETERA ADVISOR NETWORKS LLC, BLUE VASE SECURITIES, LLC, and WALNUT STREET SECURITIES, INC., demonstrating his breadth of experience and expertise in the financial services sector.
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.
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2
WV
04/02/2024 - Present
LPL Financial LLC (WHEELING WV)
WV
01/08/2016 - 03/29/2024
CETERA ADVISOR NETWORKS LLC (WHEELING WV)
WV
12/09/2015 - 01/14/2016
LPL FINANCIAL LLC (WHEELING WV)
WV
10/24/2005 - 12/15/2015
CETERA ADVISOR NETWORKS LLC (WHEELING WV)
PA
10/01/2002 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
CA
11/21/1986 - 10/02/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 12/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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