Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Bryan is a financial advisor registered with LPL Financial LLC, a registered broker-dealer and investment adviser. Elizabeth has been in the securities industry since March 10, 1999. Elizabeth's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Elizabeth's clients are individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations and investment clubs. Elizabeth is also registered with the state of Alabama as a Registered Representative and Investment Advisor. Elizabeth's professional experience includes prior roles at Investment Centers of America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Synovus Securities, Inc.
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
AL
11/29/2017 - Present
LPL Financial LLC (MONTGOMERY AL)
AL
03/21/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (MONTGOMERY AL)
AL
10/19/2012 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
AL
08/22/2011 - 06/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
AL
11/19/1998 - 08/03/2011
SYNOVUS SECURITIES, INC. (MONTGOMERY AL)
AL
06/20/1996 - 11/03/1997
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 10/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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