Phillip Bryant, financial advisor Jackson TN

Phillip Bryant

CRD Number: 1487327
Current Firm: Cambridge Investment Research Advisors, Inc.

Phillip Bryant (CRD# 1487327) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jackson, TN and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Oct 2022 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2022 - Current 1
Stonebridge Investment Advisors, LLC Jackson, TN Feb 2017 - Mar 2023 6
Dominion Investor Services, Inc. Horseshoe Bay, TX Dec 1999 - Oct 2022 22
Dominion Portfolio Management, Inc. Horseshoe Bay, TX Jan 2011 - Jun 2021 10
Caldwell-bryant Financial Advisors Jackson, TN Oct 2004 - Jan 2017 12
Midland National Life Sioux Falls, SD Jan 1990 - Jan 2015 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Sep 2003
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Phillip D. Bryant
Phone Number: 641-472-5100
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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