David BryantCRD Number: 2164345
Current Firm: Oneamerica Securities, Inc.
David Bryant (CRD# 2164345) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 6 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Oneamerica Securities||Matteson, IL||Jul 2017 - Current||5|
|American United Life||Matteson, IL||Apr 2017 - Current||5|
|Public Building Commission||Chicago, IL||Nov 2016 - Mar 2017||< 1|
|Thrivent Financial||Appleton, WI||Sep 2016 - Nov 2016||< 1|
|Thrivent Investment Management Inc.||Lansing, IL||May 2016 - Nov 2016||< 1|
|Thrivent Financial||Appleton, WI||Aug 2016 - Sep 2016||< 1|
|Every Child Ministries Inc.||Hebron, IN||Jul 2013 - May 2016||2|
|Chicago Municipal Employee Credit Union||Chicago, IL||Apr 2007 - May 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2016|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$112,030
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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