Bryan Le Beau (CRD# 7214224) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in West Warwick, RI and has over 2 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Patriot Financial Group, LLC | West Warwick, RI | Nov 2023 - Current | < 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | May 2023 - Current | 1 |
| Ivy Wealth Advisors | West Warwick, RI | May 2023 - Current | 1 |
| Equitable Advisor's LLC | New York, NY | Aug 2021 - Apr 2023 | 1 |
| Dipietro Real Estate | Wyoming, RI | Dec 2019 - Apr 2023 | 3 |
| Churchills Smoke Shop & Lounge | East Providence, RI | May 2013 - Jan 2022 | 8 |
| Securian Financial Services Inc. | St Paul, MN | Jan 2020 - Jul 2021 | 1 |
| Minnesota Life Insurance Co | St Paul, MN | Jan 2020 - Jul 2021 | 1 |
| Securian Advisors Of New England | St Paul, MN | Jan 2020 - Jul 2021 | 1 |
| Colburn Financial | Fayetteville, AR | May 2019 - Jan 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
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- RI
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Total Assets Under Management2,119MILLIONS
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- A percentage of assets under your management
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