Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bryan is a financial advisor with Partners In Financial Planning, LLC based in Salem, VA. Richard has been in the industry since 2000. He is a Certified Financial Planner™ professional who specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Richard has extensive experience in the financial services industry, having worked for several reputable firms, including Vanguard Marketing Corporation, AXA Advisors, LLC, Salomon Smith Barney Inc., SEI Investments Distribution Co., and Multi-Financial Securities Corporation. Richard holds Series 7 and Series 63 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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VA
01/02/2013 - Present
Partners IN Financial Planning, LLC (SALEM VA)
PA
10/09/2002 - 04/28/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
05/21/2001 - 02/27/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/09/2000 - 05/10/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
PA
03/22/2000 - 08/03/2000
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
CO
10/20/1999 - 03/23/2000
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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