Bryson Urie (CRD# 6057309) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tigard, OR and has over 9 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| Principal Securities Inc. | Tigard, OR | Mar 2016 - Jun 2021 | 5 |
| Tyson Deering Wilson Financial Services, LLC | Tigard, OR | Dec 2014 - May 2021 | 6 |
| Principal Life Insurance Company | Tigard, OR | Jul 2012 - May 2021 | 8 |
| Union Financial | Menimonee Falls, WI | Jan 2019 - Nov 2020 | 1 |
| Princor Financial Services Corporation | Lake Oswego, OR | Jul 2012 - Mar 2016 | 3 |
| Mass Mutual | Lake Oswego, OR | Jul 2012 - Jul 2014 | 2 |
| Penn Mutual Life Insurance Co | Horsham, PA | Jun 2012 - Jul 2014 | 2 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Jun 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
| S63 | Uniform Securities State Law Examination | Aug 2014 |
- OR
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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