Patricia Bryant, financial advisor Jacksonville FL
93 score

Patricia Bryant

CRD Number: 4488760
Current Firm: Transamerica Financial Advisors, Inc.

Patricia Bryant (CRD# 4488760) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Jacksonville, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Jacksonville, FL Jan 2012 - Current 4
Aetna Hartford, CT Jun 2009 - Current 7
World Financial Group Jacksonville, FL Mar 2009 - Current 7
Personal Rental Property Atlantic Beach, FL Aug 2003 - Current 13
Investment Advisors International, Inc. Jacksonville, FL Apr 2009 - Jan 2012 2
World Group Securities Jacksonville, FL Mar 2009 - Jan 2012 2
Unemployed Jacksonville, FL Jul 2008 - Mar 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Inc. Jacksonville, FL Mar 2003 - Jul 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for Patricia C. Bryant
Phone Number: 727-299-1800
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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