Bryan KeorletCRD Number: 5054570
Current Firm: Fisher Investments
Bryan Keorlet (CRD# 5054570) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 15 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, LLC
Middleton & Company
|Fisher Investments||Manalapan, NJ||Aug 2018 - Current||3|
|Shopoff Securities, Inc.||Irvine, CA||Feb 2017 - May 2018||1|
|Foreside Fund Services, LLC||Red Bank, NJ||Jan 2017 - Feb 2017||< 1|
|Wbi Investments Inc.||Red Bank, NJ||Jun 2014 - Feb 2017||2|
|Quasar Distributors, LLC||Milwaukee, WI||Jul 2014 - Dec 2016||2|
|Unemployed||Long Branch, NJ||Apr 2014 - Jun 2014||< 1|
|Pnc Investments LLC||Pittsburgh, PA||Jul 2013 - Apr 2014||< 1|
|Lord, Abbett & Company||Jersey City, NJ||Jun 2006 - Jun 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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