Weston Bryan (CRD# 7856443) is an Investment Advisor Representative working at Accruent Wealth Advisors in Winston Salem, NC and has 1 year of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accruent Wealth Advisors (wealth Management Group.inc.) | Winston Salem, NC | Jun 2023 - Current | < 1 |
| Western Carolina University | Cullowhee, NC | Nov 2022 - May 2023 | < 1 |
| Ilda And The Wine Bar, LLC | Sylva, NC | May 2021 - May 2023 | 2 |
| Shoebooties Cafe | Murphy, NC | Jul 2014 - May 2021 | 6 |
| Unemployed | Murphy, NC | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NC
-
Total Assets Under Management145MILLIONS
-
Total Number of Accounts553ACCOUNTS
-
Average Account Value$261,714
- 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
NC, TX
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