Marti Bryant (CRD# 6525610) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Trajan Wealth LLC | Scottsdale, AZ | Feb 2019 - Current | 5 |
Ashton Thomas Insurance Agency, LLC | Scottsdale, AZ | Jul 2017 - Feb 2019 | 1 |
Ashton Thomas Private Wealth, LLC | Scottsdale, AZ | Jul 2017 - Feb 2019 | 1 |
Doba Cpa Pllc | Flagstaff, AZ | Feb 2015 - Feb 2019 | 4 |
Bcj Capital Management | Scottsdale, AZ | Jan 2016 - Jul 2017 | 1 |
Vora Wealth Management, Pllc | Flagstaff, AZ | Jul 2015 - Jan 2016 | < 1 |
Vora Financial Group, Pllc | Flagstaff, AZ | Feb 2015 - Jan 2016 | < 1 |
Vora Tax, LLC | Flagstaff, AZ | Jan 2011 - Jan 2016 | 5 |
Fullerton Financial Planning | Peoria, AZ | Aug 2014 - Feb 2015 | < 1 |
Vora Financial Group, Pllc | Flagstaff, AZ | Jun 2009 - Aug 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2015 |
- AZ
-
Total Assets Under Management1,365MILLIONS
-
Total Number of Accounts13,372ACCOUNTS
-
Average Account Value$102,108
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, LA, MI, MO, NE, NM, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WY
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