Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marti? Claim Your ProfileMarti Lynne Bryant is a Registered Investment Advisor with Trajan Wealth, LLC based in Scottsdale, AZ. Marti has been in the industry for several years, having previously worked at other firms like Vora Wealth Management, PLLC, Ashton Thomas Private Wealth, LLC and Ashton Thomas Insurance Agency, LLC. Marti holds a Series 65 license and specializes in providing financial planning, investment advice, and educational seminars for individuals, investment companies, and businesses. Marti also has a strong background in insurance sales, offering insurance products to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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.
1031 advisory fees
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AZ
03/04/2019 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
IA
Issued 05/19/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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