Bryan VanasCRD Number: 1659513
Current Firm: Oppenheimer & Company Inc.
Bryan Vanas (CRD# 1659513) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 34 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Fahnestock & Company Inc.||Houston, TX||Jan 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1987|
Total Assets Under Management22,727MILLIONS
Total Number of Accounts27,780ACCOUNTS
Average Account Value$818,107
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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