Bryan Linder, financial advisor Plano TX

Bryan Linder

CRD Number: 4625403
Current Firm: Transamerica Financial Advisors, Inc.

Bryan Linder (CRD# 4625403) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Inter Vivos Lindon, UT Sep 2021 - Current 2
Linder Legacy Group, LLC Mckinney, TX May 2014 - Current 9
Transamerica Financial Advisors, Inc. Plano, TX Jan 2012 - Current 12
Wfgia Plano, TX Dec 2002 - Current 21
New Era Life Ins Companies, Philadelphia Life Health Ins Only Plano, TX Oct 2020 - Mar 2022 1
Dominic General LLC Plano, TX Jan 2019 - Jul 2020 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Oct 2008
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bryan D. Linder
Phone Number: 727-299-1800
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    1,619
    MILLIONS
  • Total Number of Accounts
    45,001
    ACCOUNTS
  • Average Account Value
    $35,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, WY

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