Bryan FitzsimmonsCRD Number: 4451700
Current Firm: 1st Global Advisors Inc.
Bryan Fitzsimmons (CRD# 4451700) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Lincoln City, OR and has over 15 years of experience in the finance industry.
Life Cycle Financial Planning
U.s. Bancorp Investments, Inc.
|1st Global Insurance Services, Inc.||Lincoln City, OR||Jul 2005 - Current||12|
|Fitz Advisors, LLC||Lincoln City, OR||Oct 2002 - Current||14|
|1st Global Capital Corp.||Lincoln City, OR||Jul 2002 - Current||15|
|Bryan P. Fitzsimmons, Cpa||Lincoln City, OR||Dec 1993 - Current||23|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV