Bryan Stanley (CRD# 6730455) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 7 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4560006
Lpl Financial LLC
CRD# 4585083
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fayetteville, NC | Apr 2020 - Current | 4 |
| Bank Of America, N.a. | Fayetteville, NC | Apr 2020 - Current | 4 |
| First Citizens Investor Services | Raleigh, NC | Jul 2018 - Mar 2020 | 1 |
| First Citizens Bank | Fayetteville, NC | May 2018 - Mar 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Nov 2016 - May 2018 | 1 |
| Lighthouse Fitness Management | Fayetteville, NC | May 2016 - Nov 2016 | < 1 |
| Lowe's Home Improvement | Fayetteville, NC | Oct 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- NC
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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