Bryan Sands (CRD# 6147556) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Sarasota, FL and has over 4 years of experience in the finance industry.
CRD# 5096826
A New Approach Financial Planning
Score
103
CRD# 2391466
Seacure Advisors LLC
Score
101
CRD# 4202594
Williams Wealth Management Group, Inc.
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hd Vest Advisory Services | Sarasota, FL | Jul 2017 - Current | < 1 |
| Hd Vest Investment Services | Sarasota, FL | Jul 2017 - Current | < 1 |
| Sands & Associates, Plc | Sarasota, FL | May 2005 - Current | 12 |
| John Hancock - Signator | Sarasota, FL | Oct 2013 - Feb 2017 | 3 |
| Lpl Financial | Bradenton, FL | Feb 2013 - Sep 2013 | < 1 |
| Foley Timber And Land Company | Perry, FL | Sep 2002 - Mar 2008 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- FL
-
Total Assets Under Management12,278MILLIONS
-
Total Number of Accounts56,222ACCOUNTS
-
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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