RM
Roy E. Mcbryar
MCBRYAR ADVISORY SERVICES
Bay Minette, AL 36507
Some features on this profile are disabled
CRD#: 5664310
RM
Professional summary
Roy E Mcbryar is a registered financial advisor currently at MCBRYAR ADVISORY SERVICES, INC. located in Bay Minette, Alabama.
Roy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Roy has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Roy E Mcbryar'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®
NoneExperience
Current
September 10, 2009 - Present
MCBRYAR ADVISORY SERVICES, INC.
Office #1: 326 Courthouse Square, Bay Minette, AL 36507RIA
CRD#: 149871
Bay Minette, AL
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
Alabama(9/10/2009)
IAR
Florida(4/4/2013)
IAR
Georgia(1/30/2013)
IAR
Ohio(5/9/2024)
IAR
Tennessee(5/24/2021)
IAR
Texas(5/23/2017)
Exams
Current Firm
MA
MCBRYAR ADVISORY SERVICES, INC.
MCBRYAR ADVISORY SERVICES, INC.
CRD#: 149871 / SEC#:
Alabama
Registered Investment Advisory firm - (9/10/2009 Approved)Florida
Registered Investment Advisory firm - (4/4/2013 Approved)Georgia
Registered Investment Advisory firm - (11/15/2012 Approved)Ohio
Registered Investment Advisory firm - (3/14/2024 Approved)Tennessee
Registered Investment Advisory firm - (5/21/2021 Approved)Texas
Registered Investment Advisory firm - (11/22/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
326 Courthouse Square, Bay Minette, AL 36507
Mailing Address
Phone number
(251) 952-0330
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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