Bryan Filson (CRD# 5704506) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Naples, FL and has over 14 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Naples, FL | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Naples, FL | Dec 2021 - Jan 2024 | 2 |
| Mutual Of Omaha Insurance Company | Fort Myers, FL | Jan 2016 - Dec 2021 | 5 |
| Mutual Of Omaha Investor Services | Fort Myers, FL | Jan 2016 - Dec 2021 | 5 |
| Unemployment | Estero, FL | Nov 2015 - Jan 2016 | < 1 |
| Lpl Financial LLC | Bonita Springs, FL | Jan 2014 - Nov 2015 | 1 |
| Nova Wealth Management, Inc. | Bonita Springs, FL | Jan 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- FL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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
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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