Bryan Monks
Professional summary
Bryan Monks, who also goes by Bryan James Monks, is a registered financial advisor currently at MRM FINANCIAL ADVISORS, LLC located in Frisco, Texas.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bryan has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Monks's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 14, 2026 - Present
MRM FINANCIAL ADVISORS, LLC
Office #1: 3001 Dallas Pkwy Ste 750, Frisco, TX 75034March 31, 2025 - May 6, 2026
WPWEALTH LLP
June 25, 2021 - March 18, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 29, 2020 - March 18, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 4, 2019 - September 28, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
November 9, 2018 - March 11, 2019
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/2026)
Exams
Series 7TO
Date: 11/9/2018
General Securities Representative ExaminationCurrent Firm
MRM FINANCIAL ADVISORS, LLC
CRD#: 290753 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 50,491,180 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
MRM FINANCIAL ADVISORS, LLC
CRD#: 290753Frisco, TX 75034TRUST BUT VERIFY
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