Charles Bryant (CRD# 5346404) is an Investment Advisor Representative working at Advanced Wealth Management in Sarasota, FL and has over 15 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Sarasota, FL | Apr 2019 - Current | 5 |
| Fsc Securities Corp | Atlanta, GA | Sep 2014 - Apr 2019 | 4 |
| Mutual Of Omaha | Fort Myers, FL | Dec 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management73MILLIONS
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Total Number of Accounts438ACCOUNTS
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Average Account Value$167,167
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL
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