Bryan Savage, financial advisor Orange CA
93 score

Bryan Savage

CRD Number: 5493312
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Bryan Savage (CRD# 5493312) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Orange, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Orange, CA Oct 2015 - Current 1
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Oct 2015 3
First Allied Securities Inc. San Diego, CA Sep 2011 - Oct 2015 4
Metlife San Jose, CA Feb 2008 - Aug 2011 3
Unemployed Costa Mesa, CA Jun 2007 - Feb 2008 < 1
Yamaha Corp Buena Park, CA Aug 1998 - Jun 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Bryan C. Savage
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
  • ID
  • MN
  • NV
  • ND
  • TX
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • 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, 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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