Shane Bryan (CRD# 6100814) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bakersfield, CA and has over 11 years of experience in the finance industry. Shane Bryan 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# 4291736
Lpl Financial LLC
CRD# 6682449
J.p. Morgan Securities LLC
CRD# 1960365
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs | Bakersfield, CA | Jul 2022 - Current | 1 |
| Valmark Securities, Inc. | Akron, OH | Mar 2017 - Jul 2022 | 5 |
| Valmark Advisers, Inc. | Akron, OH | Mar 2017 - Jul 2022 | 5 |
| Independent Financial Group | Bakersfield, CA | Jan 2016 - Mar 2017 | 1 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- CA
- TX
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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