Bryan PersakCRD Number: 5389790
Current Firm: Principal Securities, Inc.
Bryan Persak (CRD# 5389790) is an Investment Advisor Representative working at Principal Securities, Inc. in Raleigh, NC and has over 8 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|Princor Financial Services Corporation||Bethesda, MD||Aug 2007 - Current||9|
|Principal Life Insurance Company||Bethesda, MD||Jun 2007 - Current||9|
|Virginia Tech||Blacksburg, VA||Aug 2001 - May 2007||5|
|Us Army||Galax, VA||Mar 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV