Bryan P. Theall

SHARED VISION WEALTH GROUP

Carlsbad, CA

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CRD#: 5164732

Professional summary

Bryan Patrick Theall, CFP® is a registered financial advisor currently at SHARED VISION WEALTH GROUP located in Carlsbad, California.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bryan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

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.

Rental Property; not investment-related; Glendale, AZ; Owner; short term rental property; Start date: 8/1/23; Owner; 5 hours per month, none during securities trading hours;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Patrick Theall's CRS (Customer Relationship Summary).

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^®

CRD#: 129035

SAN DIEGO, CA

Past

February 5, 2007 - November 7, 2007

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

PHOENIX, AZ

Past

July 12, 2006 - November 7, 2007

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

PHOENIX, AZ

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".

SHARED VISION WEALTH GROUP

SHARED VISION WEALTH GROUP | SHARED VISION WEALTH GROUP, LLC

CRD#: 325000 / SEC#: 801-128147

RIA

Registered Investment Advisory firm - (9/25/2023 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

Arizona
(6/30/2023)

IAR

California
(6/16/2023)

IAR

Texas
(6/28/2023)

IAR

Virginia
(6/28/2023)

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: 1/18/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2006

General Securities Representative Examination

Current Firm

SHARED VISION WEALTH GROUP

SHARED VISION WEALTH GROUP | SHARED VISION WEALTH GROUP, LLC

CRD#: 325000 / SEC#: 801-128147

RIA

Registered Investment Advisory firm - (9/25/2023 Approved)

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Contact information

Main Address

Carlsbad, CA

Mailing Address

Phone number

(760) 349-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHARED VISION ADV 2A (3/7/2025)

Regulatory assets under management

Total Number of Accounts	556
AUM (Assets Under Management)	$ 258,192,606

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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Firm Stability Insights

Bryan P. Theall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Patrick Theall's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWEST ASSET MANAGEMENT

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

Primary Firm SEC Registration

SHARED VISION WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2007

Series 63

Date: 7/17/2006

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2006

Current Firm

SHARED VISION WEALTH GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHARED VISION WEALTH GROUP

TRUST BUT VERIFY

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