William Ted Bryan Jr
Professional Summary
William Ted Bryan JR, who also goes by Bill Bryan, is a registered financial advisor currently at DB ADVISORS located in Springfield, Missouri. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Bryan
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PFS INVESTMENTS INC.
Videos & Posts
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PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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PFS INVESTMENTS INC.
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.
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PFS INVESTMENTS INC.
Years of Experience
23 years in the financial services industry
Current & Past Employments
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PFS INVESTMENTS INC.
Current Firm
DB ADVISORS | DOUGLASBAGWELL CORP. | DOUGLASBAGWELL & CO. | DOUGLAS BAGWELL CAPITAL, LLC | DOUGLAS BAGWELL & CO., LLC
Contact Information
Main Address
2200 E. Sunshine Street Suite 324, Springfield, MO 65804Phone Number
(417) 763-3307# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
367AUM (Assets Under Management)
$48,879,204Similar Advisors
PFS INVESTMENTS INC.
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.
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PFS INVESTMENTS INC.
State Registrations and Notice Filings
(3/15/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view William Ted Bryan JR's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.
