David Bryant (CRD# 4501479) is an Investment Advisor Representative working at Strava Financial, LLC in Westlake Village, CA and has over 21 years of experience in the finance industry. David Bryant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strava Financial, LLC | Westlake Village, CA | Nov 2019 - Current | 4 |
| Manchester Financial, Inc, | Westlake Village, CA | Jun 2014 - Oct 2019 | 5 |
| Unemployed | Tujunga, CA | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- CA
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Total Assets Under Management63MILLIONS
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Total Number of Accounts137ACCOUNTS
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Average Account Value$457,575
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA
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