Richard S. Bryson

PREMIER FINANCIAL ADVISORY SERVICES

Suwanee, GA 30024

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CRD#: 4650308

Professional summary

Richard Samuel Bryson is a registered financial advisor currently at PREMIER FINANCIAL ADVISORY SERVICES, LLC located in Suwanee, Georgia.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Richard has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

IAR IS A LICENSED ATTORNEY REGISTERED IN GEORGIA SINCE 1998 (ORIGINALLY LICENSED IN ILLINOIS)AND SERVES AS ATTORNEY FOR HIS LAW FIRM, BRYSON LAW FIRM, P.C. IAR ALSO OWNS A PROPERTY MANAGEMENT COMPANY, TRIFORIUM INC., THAT MANAGES RENTAL REAL ESTATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Samuel Bryson'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®

None

Experience

Current

October 6, 2014 - Present

PREMIER FINANCIAL ADVISORY SERVICES, LLC

Office #1: 4045 Smithtown Road, Suite K, Suwanee, GA 30024

RIA

CRD#: 125197

Suwanee, GA

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

Georgia
(10/6/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/25/2013

Uniform Investment Adviser Law Examination

Current Firm

PREMIER FINANCIAL ADVISORY SERVICES, LLC

CRD#: 125197 / SEC#:

Georgia

Registered Investment Advisory firm - (7/16/1999 Approved)

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Contact information

Main Address

4045 Smithtown Road, Suite K, Suwanee, GA 30024

Mailing Address

Phone number

(404) 921-9755

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	163
AUM (Assets Under Management)	$ 37,754,595

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.

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Richard S. Bryson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Samuel Bryson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREMIER FINANCIAL ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2013

Current Firm

PREMIER FINANCIAL ADVISORY SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREMIER FINANCIAL ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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