Bryant Merryman (CRD# 6198478) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 8 years of experience in the finance industry. Bryant Merryman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Wealth Management, LP | Chicago, IL | Sep 2019 - Current | 4 |
| Lido Advisors, LLC | Chicago, IL | Jan 2019 - Sep 2019 | < 1 |
| Unemployed | Chicago, IL | Jul 2018 - Jan 2019 | < 1 |
| Hightower Securites, LLC | Chicago, IL | Jan 2018 - Jun 2018 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Mar 2015 - Jan 2018 | 2 |
| Allstate Insurance Company | Northbrook, IL | Aug 2014 - Feb 2015 | < 1 |
| University Of Iowa | Iowa City, IA | May 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- IL
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Total Assets Under Management7,073MILLIONS
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Total Number of Accounts9,939ACCOUNTS
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Average Account Value$711,637
- 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)
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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