Unclaimed
David Bryant is an active Investment Advisor Representative (IAR) registered with the state of California and a Registered Representative (RR) with FINRA. David has been in the industry for over 3 years. David is currently employed by Blackrock Investment Management, LLC, and is registered with FINRA as a representative of Blackrock Investment Management, LLC. David is licensed in 53 states and is also registered as an IAR in California and New Jersey. David specializes in several areas including retirement planning, college savings, estate planning and insurance. David is committed to providing his clients with personalized financial advice and helping them 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/05/2020 - Present
Blackrock Investment Management, LLC (San Francisco CA)
BOTH
Issued 05/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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