Erik Bryant (CRD# 7480610) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 2 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta, GA | Dec 2021 - Current | 2 |
| Truist Advisory Services, Inc. | Atlanta, GA | Dec 2021 - Current | 2 |
| Cadence Bank | Atlanta, GA | Jun 2019 - Dec 2021 | 2 |
| Jp Morgan Chase | Atlanta, GA | Jun 2016 - Jun 2019 | 3 |
| Bb&t | Atlanta, GA | May 2006 - Jun 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- GA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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