Bryan Smith
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCOct 2024 to now
- Osaic Wealth, Inc.Jan 2024 to Oct 2024
- Woodbury Financial Services IncNov 2021 to Jan 2024
- UnemployedAug 2021 to Nov 2021
- Charles SchwabJan 2021 to Aug 2021
- UnemployedAug 2020 to Jan 2021
- Dallas Smith CorpOct 2010 to Aug 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3220092
- Firm CRD
- 6413