Unclaimed
Jamie Leigh Bryant is a financial advisor with LPL Financial LLC in Lexington, Kentucky. Jamie has been working in the financial services industry since 2009 and has a broad range of experience serving clients in various states. Jamie holds Series 6, 7, 63 and 66 licenses and is also licensed in several states to provide investment advisory services. Previously, Jamie was a financial advisor at both Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, LLC. Jamie Leigh Bryant's specializations include investments, financial planning and retirement planning.
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
KY
09/27/2023 - Present
LPL Financial LLC (LEXINGTON KY)
KY
10/18/2019 - 10/18/2023
ROBERT W. BAIRD & CO. INCORPORATED (LEXINGTON KY)
KY
06/13/2013 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LEXINGTON KY)
KY
11/20/2009 - 12/07/2011
CHASE INVESTMENT SERVICES CORP. (RICHMOND KY)
BOTH
Issued 10/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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