Bryan Gaiser (CRD# 5843512) is an Investment Advisor Representative working at Advisory Alpha, LLC in Greensboro, NC and has over 11 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Alpha, LLC | Holland, MI | Aug 2023 - Current | < 1 |
| Stoneridge Insurance Services, Llc Dba Gaiser Financial Group | Greensboro, NC | Jan 2009 - Current | 15 |
| Foundations Investment Advisors LLC | Scottsdale, AZ | Jul 2020 - Aug 2023 | 3 |
| Retirement Wealth Advisors, Inc. | Greensboro, NC | Jul 2014 - Jul 2020 | 6 |
| Formulafolios Investments | Grand Rapids, MI | Jul 2014 - Jul 2020 | 6 |
| Capital Investment Advisors, Inc. | Huntersville, NC | Oct 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- NC
-
Total Assets Under Management2,997MILLIONS
-
Total Number of Accounts20,609ACCOUNTS
-
Average Account Value$145,425
- 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, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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