William Bryant, financial advisor Charlotte NC
63 score

William Bryant

CRD Number: 1023657
Current Firm: Fifth Third Securities, Inc.

William Bryant (CRD# 1023657) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Charlotte, NC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Charlotte, NC Oct 2013 - Current 3
Waddell & Reed, Inc. Raleigh, NC Jan 2013 - Oct 2013 < 1
Various Insurance Carriers For W&r Insurance Agencies Raleigh, NC Jan 2013 - Oct 2013 < 1
Invest Financial Corp. Raleigh, NC Aug 2012 - Jan 2013 < 1
Self Employed Raleigh, NC Nov 2011 - Aug 2012 < 1
Wells Fargo Advisors LLC Raleigh, NC May 2009 - Nov 2011 2
Wachovia Securities, LLC Tampa, FL Jun 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Nov 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for William R. Bryant
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
63

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