Bryan WilliamsonCRD Number: 5508291
Current Firm: Schwab Private Client Investment Advisory, Inc.
Bryan Williamson (CRD# 5508291) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Jan 2012 - Current||4|
|Charles Schwab & Company, Inc.||Orlando, FL||Mar 2008 - Current||8|
|Waffle House||Anderson, IN||Aug 2007 - Mar 2008||< 1|
|Lids/hatworld||Indianapolis, IN||May 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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