Shane Bryan, financial advisor Bakersfield CA
93 score

Shane Bryan

CRD Number: 6100814
Current Firm: Valmark Advisers, Inc.

Shane Bryan (CRD# 6100814) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Bakersfield, CA and has over 5 years of experience in the finance industry.

Similar Advisors
Cynthia Selfridge, financial advisor Bakersfield CA
Cynthia A. Selfridge
CRD# 4215878
Lincoln Financial Advisors Corporation
Similar Advisors
Steven Barnes, financial advisor Bakersfield CA
Steven A. Barnes
CRD# 1609891
Barnes Wealth Management Group
Similar Advisors
Steven Bowles, financial advisor Bakersfield CA
Steven M. Bowles
CRD# 1464483
Royal Alliance Associates, Inc.
Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Mar 2017 - Current 1
Valmark Advisers, Inc. Akron, OH Mar 2017 - Current 1
Independent Financial Group Bakersfield, CA Jan 2016 - Current 2
Charles Schwab & Company, Inc. Bakersfield, CA Oct 2014 - Dec 2015 1
Charles Schwab Bank Bakersfield, CA Oct 2014 - Dec 2015 1
Morgan Stanley Bakersfield, CA Aug 2013 - Aug 2014 1
Morganstanleysmithbarney Bakersfield, CA Jul 2012 - Jun 2013 < 1
Wells Fargo Home Mortgage Bakersfield, CA Nov 2011 - Jul 2012 < 1
California State University Bakersfield Bakersfield, CA Jan 2009 - Nov 2011 2
Patrick James Bakersfield, CA Oct 2009 - Aug 2011 1
Bakersfield College Bakersfield, CA Aug 2006 - Oct 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Shane A. Bryan
Phone Number: 800-765-5201
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.