Whitney Bryant (CRD# 5525595) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cumming, GA and has over 15 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Jun 2023 - Current | < 1 |
| Next Financial Group Inc. | Roswell, GA | Jan 2015 - Jun 2023 | 8 |
| Financial Strategies Of Georgia | Roswell, GA | Jan 2008 - Jun 2023 | 15 |
| Voya Financial Advisors | Roswell, GA | Sep 2014 - Jan 2015 | < 1 |
| Ing Financial Partners | Roswell, GA | Jun 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- AL
- CO
- FL
- GA
- MN
- SC
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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