William Bryan, financial advisor Pomona CA
93 score

William Bryan

CRD Number: 1982171
Current Firm: Lpl Financial LLC

William Bryan (CRD# 1982171) is an Investment Advisor Representative working at Lpl Financial LLC in Pomona, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Pomona, CA May 2013 - Current 3
Edward Jones St Louis, MO May 2011 - Apr 2013 1
American Funds Brea, CA Sep 1989 - May 2011 21
American Funds Distributors, Inc. Brea, CA Sep 1989 - May 2011 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for William H. Bryan
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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