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Bryson Leah hawks Balentine

Investment adviser representative at Advice and Planning Services
14 yearsExperience
2 statesRegistered in
$37.9BFirm assets
22 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 assetsOther

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.

  1. TIAAJun 2022 to now
  2. TIAA-CREF Individual & Institutional Services, LLCJun 2022 to now
  3. UnemployedJan 2022 to May 2022
  4. TIAAJun 2021 to Aug 2021
  5. FastenalNov 2020 to Dec 2021
  6. CavaMay 2019 to Aug 2019
  7. Anderson UniversityAug 2018 to Dec 2021
  8. Harris TeeterMay 2017 to Aug 2019
  9. Covenant Day SchoolJan 2012 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NC, SC).

Advice and Planning Services

Legal name: TIAA-CREF Individual & Institutional Services, LLC

$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
7563814
Firm CRD
20472
Advisor's SEC record (opens in a new tab)
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