Patrick Bryant (CRD# 5736558) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 14 years of experience in the finance industry. Patrick Bryant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Brokerage Services, LLC | Pensacola, FL | Jan 2017 - Current | 7 |
| Navy Federal Brokerage Services, LLC | Pensacola, FL | Aug 2015 - Current | 8 |
| Navy Federal Financial Group, LLC | Pensacola, FL | Aug 2015 - Current | 8 |
| Unemployed | Pensacola, FL | May 2015 - Aug 2015 | < 1 |
| Investment Professionals Inc. | San Antonio, TX | Oct 2014 - May 2015 | < 1 |
| Lpl Financial | Pensacola, FL | Jun 2014 - Sep 2014 | < 1 |
| Allstate Insurance Co | Pensacola, FL | Dec 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- FL
-
Total Assets Under Management1,473MILLIONS
-
Total Number of Accounts6,072ACCOUNTS
-
Average Account Value$242,558
- A percentage of assets under your management
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.