Bryan Baca, financial advisor Clinton OK

Bryan Baca

CRD Number: 2482972
Current Firm: Royal Fund Management, LLC

Bryan Baca (CRD# 2482972) is an Investment Advisor Representative working at Royal Fund Management, LLC in Clinton, OK and has over 29 years of experience in the finance industry.

Similar Advisors
Zachary Archer, financial advisor Clinton OK
Zachary D. Archer
CRD# 4408376
Ameriprise Financial Services, LLC
Similar Advisors
Kenneth Baker, financial advisor Clinton OK
Kenneth L. Baker
CRD# 1997495
Cetera Investment Advisers LLC
Similar Advisors
Katelin Bartmann, financial advisor Clinton OK
Katelin S. Bartmann
CRD# 6010722
Edward Jones
Company Name Location Dates Years
Royal Fund Management, Llc Dba Advanced Financial Strategies The Villages, FL Dec 2016 - Current 7
Advanced Financial Strategies, Inc. Clinton, OK Dec 1997 - Current 26
Summit Brokerage Services, Inc. Clinton, OK Sep 2016 - Dec 2016 < 1
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Dec 2016 < 1
Vsr Financial Services, Inc. Overland Park, KS Oct 2014 - Sep 2016 1
Vsr Advisory Services Overland Park, KS Oct 2014 - Sep 2016 1
Lpl Financial LLC Clinton, OK Nov 2013 - Nov 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S66 NASAA Uniform Combined State Law Examination Jan 2001
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bryan D. Baca
Phone Number: 352-750-1637
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    1,084
    MILLIONS
  • Total Number of Accounts
    10,564
    ACCOUNTS
  • Average Account Value
    $102,616
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Bryan Baca and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.