Bryan E Walls
Investment adviser representative at Hb Wealth
16 yearsExperience
1 stateRegistered in
$30.2BFirm assets
4 yearsFirm in business
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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
Experience
16 years in the industry.
- Hb WealthSep 2025 to now
- Hb Wealth Management, LLCSep 2025 to now
- Wealth Enhancement Advisory ServicesMay 2020 to Aug 2025
- Wealth Enhancement GroupMay 2020 to Aug 2025
- Joyn Advisors IncJun 2018 to Apr 2020
- Minnesota Life Insurance CoJun 2018 to Apr 2020
- Securian Financial Services IncJun 2018 to Apr 2020
- Personal Capital Advisors CorporationSep 2017 to Apr 2018
- Fidelity Brokerage Services, LLCNov 2010 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 5871691
- Firm CRD
- 316731