Karen Ann Bryan
Professional Summary
Karen Ann Bryan, who also goes by Karen A Black, Karen Ann Black, Karen Ann Kuhlman, was a registered financial advisor. Karen was a previously registered financial professional and started their career in finance 2002 - 2019. Karen had worked at 3 firms and has passed the Series 63, SIE, Series 22, Series 39 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Karen A Black, Karen Ann Black, Karen Ann Kuhlman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
BRYAN FUNDING INC | VESCIO ASSET MANAGEMENT, LLC | BRYAN FUNDING, INC.
Contact Information
Established
Pennsylvania since 05/21/1981Firm Type
CorporationFiscal Year End
JuneDocuments
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jun 2014About the Series 22 examSeries 39 — Direct Participation Programs Principal Examination
Passed May 2003About the Series 39 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jul 2002About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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