David Bryant, financial advisor Westlake Village CA
93 score

David Bryant

CRD Number: 4501479
Current Firm: Manchester Financial Inc.

David Bryant (CRD# 4501479) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Manchester Financial, Inc, Westlake Village, CA Jun 2014 - Current 2
Unemployed Tujunga, CA Sep 2013 - Jun 2014 < 1
Marriott Los Angeles, CA Mar 2012 - Sep 2013 1
Unemployed Los Angeles, CA Jun 2011 - Mar 2012 < 1
Hff Irvine, CA May 2010 - Jun 2011 1
Unemployed Los Angeles, CA Apr 2009 - May 2010 1
Cim Group Anaheim, CA May 2006 - Apr 2009 2
University Of California, Irvine Irvine, CA Apr 2006 - Apr 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S63 Uniform Securities State Law Examination Dec 2002
Contact Info for David L. Bryant
Phone Number: 805-495-4405
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    478
    MILLIONS
  • Total Number of Accounts
    1,689
    ACCOUNTS
  • Average Account Value
    $282,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AZ, CA, CO, HI, NH, NV, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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