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BP

Brian P. Pry

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CRD#: 6951415
BP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Patrick Pry was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2018. Brian had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Mr. Pry is a 45% owner of Painter Pry CPA's, PLLC firm. He currently spends approximately 10% of his time in this role.Mr. Pry is also a minority stakeholder in AllanTrends LLC, a local subscription newsletter service based out of Scottsdale Arizona.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 11, 2022 - January 23, 2025

PRY FINANCIAL LLC

RIA
CRD#: 317996
CARLSBAD, CA
Past

September 24, 2018 - January 18, 2022

PRISM FINANCIAL CONCEPTS

RIA
CRD#: 159382
SCOTTSDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/23/2018
Uniform Investment Adviser Law Examination

Current Firm

PF
PRY FINANCIAL LLC
PRY FINANCIAL LLC

CRD#: 317996 / SEC#:

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Contact information

Main Address
5595 Foxtail Loop, Carlsbad, CA 92010
Mailing Address
Phone number
(480) 203-6229
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

PRY FINANCIAL LLC

CRD#: 317996

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