Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bryant is a financial advisor with over 27 years of experience in the industry. David is registered with LPL Financial LLC and holds a variety of licenses and certifications, including Series 4, 6, 7, 24, 52TO, 53, and 63. David provides a range of services to individuals and businesses, including financial planning, portfolio management, and investment advisory services. David is committed to providing his clients with personalized advice and helping them achieve 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.
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.
1
2
SC
07/19/2013 - Present
LPL Financial LLC (FORT MILL SC)
KS
07/14/1995 - 06/06/2013
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/02/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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