Bryant & Brannock, LLC

Bryant & Brannock, LLC (CRD# 148254) is a financial advisory firm headquartered in Durham, NC. They manage $41,217,751 in 158 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5315 Highgate Drive, Suite 105, Durham, NC 27713
https://www.linkedin.com/company/bryant-investment-management-group-llc
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $260,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX, VA

Financial Advisors at Bryant & Brannock, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Brannock, financial advisor Durham NC
Michael A. Brannock
CRD#: 2957099
5315 Highgate Drive, Suite 105, Durham, NC 27713

Michael Brannock (CRD# 2957099) is an Investment Advisor Representative working at Bryant & Brannock, LLC in Durham, NC and has over 25 years of experience in the finance industry.

2
Karin Bryant, financial advisor Durham NC
Karin B. Bryant
CRD#: 5717735
5315 Highgate Drive, Suite 105, Durham, NC 27713

Karin Bryant (CRD# 5717735) is an Investment Advisor Representative working at Bryant & Brannock, LLC in Durham, NC and has over 4 years of experience in the finance industry.

3
William Bryant, financial advisor Durham NC
William H. Bryant
CRD#: 4320326
5315 Highgate Drive, Suite 105, Durham, NC 27713

William Bryant (CRD# 4320326) is an Investment Advisor Representative working at Bryant & Brannock, LLC in Durham, NC and has over 22 years of experience in the finance industry. William 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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