Richard K. Bryan
PARTNERS IN FINANCIAL PLANNING
Salem, VA 24153
Some features on this profile are disabled
CRD#: 4031082
Professional summary
Richard Keith Bryan JR., CFP® is a registered financial advisor currently at PARTNERS IN FINANCIAL PLANNING, LLC located in Salem, Virginia.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Richard has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Rich joined Partners in Financial Planning in October 2012 and became the third managing partner in 2015. He started his financial planning career at Salomon Smith Barney, worked nine years at Vanguard and even ran his own Registered Investment Advisor firm before merging his firm with PIFP. He holds a Bachelor of Science in Finance from Liberty University. Rich grew up on Johns Island, SC. After living in Virginia and Pennsylvania for many years, he moved back to Johns Island to help take care of family. Rich manages our Charleston, SC office. Rich and his wife Carla have three children but are now empty nesters. In his free time, Rich can be found watching his son play college basketball, visiting his two daughters, hiking, sailing, reading and traveling with his wife.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Keith Bryan JR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
January 2, 2013 - Present
PARTNERS IN FINANCIAL PLANNING, LLC
Office #1: 421 South College Avenue, Salem, VA 24153RIA
CRD#: 151980
Salem, VA
Past
June 10, 2011 - December 31, 2012
BRYAN WEALTH MANAGEMENT, LLC
RIA
CRD#: 157810
SALEM, VA
Past
December 8, 2004 - April 5, 2010
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
MALVERN, PA
Past
October 9, 2002 - April 28, 2011
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
May 21, 2001 - February 27, 2002
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
August 9, 2000 - May 10, 2001
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
March 22, 2000 - August 3, 2000
SEI INVESTMENTS DISTRIBUTION CO.
BD
CRD#: 10690
OAKS, PA
Past
October 20, 1999 - March 23, 2000
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980 / SEC#: 801-70754
RIA
Registered Investment Advisory firm - (11/10/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(1/2/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980 / SEC#: 801-70754
RIA
Registered Investment Advisory firm - (11/10/2009 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
421 South College Avenue, Salem, VA 24153
Mailing Address
421 South College Avenue, Salem, VA 24153
Phone number
(540) 444-2930
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,774 |
| AUM (Assets Under Management) | $ 779,819,330 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/10/2025 | ||
| 02/13/2024 | ||
| 01/09/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
