Todd Bryant (CRD# 5004759) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Garden, FL and has over 15 years of experience in the finance industry. Todd 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# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tab Consulting, LLC | Winter Garden, FL | Mar 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | Orlando, FL | Nov 2021 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | Orlando, FL | Nov 2021 - Current | 2 |
| Signature Wealth Partners | Orlando, FL | Nov 2021 - Current | 2 |
| Bryant Wealth Strategies | Winter Garden, FL | Nov 2021 - Current | 2 |
| Tab Consulting LLC | Winter Garden, FL | Jan 2016 - Current | 8 |
| N/a - Insurance Sales | Orlando, FL | Sep 2014 - Current | 9 |
| Mml Investors Services | Orlando, FL | Sep 2014 - Nov 2021 | 7 |
| Mass Mutual Life Insurance Company | Orlando, FL | Jul 2014 - Nov 2021 | 7 |
| Northwestern Mutual Investment Services, LLC | Orlando, FL | Sep 2013 - Aug 2014 | < 1 |
| Northwestern Mutual Investment Services, LLC | Orlando, FL | Jan 2008 - Aug 2014 | 6 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- FL
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
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- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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