Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Bryan is a Certified Financial Planner with over 13 years of experience in the financial services industry. Rick has been with EP Wealth Advisors since 2019. Prior to that, Rick worked at Conlon & Dart LLC for over a decade, where he provided comprehensive financial planning and investment management services to individuals and families. Rick specializes in retirement planning, investment management, and tax planning. Rick is licensed to provide investment advice in California and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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WA
05/06/2019 - Present
EP Wealth Advisors (Seattle WA)
IA
Issued 05/26/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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