Bryan Etheridge (CRD# 7252303) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 6876059
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Financial Group, LLC | Pensacola, FL | Jun 2020 - Current | 3 |
| Navy Federal Investment Services, LLC | Pensacola, FL | Jun 2020 - Current | 3 |
| Navy Federal Credit Union | Pensacola, FL | Feb 2019 - Jun 2020 | 1 |
| Florida Department Of Corrections | Century, FL | Apr 2016 - Feb 2019 | 2 |
| T-mobile | Pensacola, FL | Apr 2015 - Apr 2016 | 1 |
| At&t | Destin, FL | Oct 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- FL
-
Total Assets Under Management1,473MILLIONS
-
Total Number of Accounts6,072ACCOUNTS
-
Average Account Value$242,558
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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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