Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Bryan is a financial advisor with over 30 years of experience in the financial industry. William is currently registered with Tiaa-Cref Individual & Institutional Services, LLC, and has been with the firm since October 2015. William has worked for several other firms prior to that including Wells Fargo Advisors, LLC, Morgan Stanley, Citigroup Global Markets Inc. and Lehman Brothers Inc. William has a Series 7, Series 63, Series 66 and SIE license. William has a broad range of experience and specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
10/15/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
01/30/2014 - 10/02/2015
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
06/01/2009 - 06/27/2013
MORGAN STANLEY (DALLAS TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
04/17/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/07/1990 - 11/06/1990
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 02/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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