Bryan Foronjy
CRD Number: 4978922
Current Firm: Mariner Independent
Compensation Model: Fee Only
Bryan Foronjy (CRD# 4978922) is an Investment Advisor Representative working with Strategic Wealth Advisors Group and doing business as Foronjy Financial in San Luis Obispo and Santa Barbara Counties with over 10 years of experience in the financial services industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Independent Advisor Network, LLC | San Luis Obispo, CA | Jul 2016 - Current | 7 |
Lpl Financial LLC | San Luis Obispo, CA | May 2015 - Current | 8 |
Fidelity Investments | Santa Barbara, CA | Jan 2008 - May 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- CA
-
Total Assets Under Management8,147MILLIONS
-
Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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)
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, WY
Bryan Foronjy is a registered representative with, and securities offered through LPL Financial, MemberFINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, Inc., a registered investment advisor. Strategic Wealth Advisors Group, Inc. and Foronjy Financial are separate entities from LPL Financial.
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