William BryantCRD Number: 4320326
Current Firm: Bryant & Brannock, LLC
William Bryant (CRD# 4320326) is an Investment Advisor Representative working at Bryant & Brannock, LLC in Durham, NC and has over 22 years of experience in the finance industry. William Bryant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Bryant & Brannock, LLC||Durham, NC||Aug 2008 - Current||15|
|H. Beck, Inc.||Rockville, MD||Aug 2008 - Jan 2017||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2001|
Total Assets Under Management41MILLIONS
Total Number of Accounts158ACCOUNTS
Average Account Value$260,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NC, TX, VA
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