AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TB

Timothy C. Bryant

Some features on this profile are disabled
CRD#: 7387729
TB

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.

Timothy Charles Bryant, CFP®, who also goes by Timothy C Bryant, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 2021. Timothy had worked at 1 firm and has passed the Series 63 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Timothy C Bryant

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.
USAA Federal Savings Bank, NOT investment related, 9600 Fredericksburg Rd, San Antonio, Bank Risk Management, Director, Risk Management, no relation to other business, full time employed until retirement in Feb 2022. Duties include QA/QC reviews of Consent Order artifacts, management of risk advisor team under the Bank Senor Risk Officer.

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®
CFP®

Experience


Past

July 15, 2021 - December 4, 2023

NOW I HAVE A PLAN

RIA
CRD#: 315297
Boerne, TX

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
RR
Series 63
Date: 2/19/2007
Uniform Securities Agent State Law Examination

Current Firm


NI
NOW I HAVE A PLAN
NOW I HAVE A PLAN | SOUTHERN FINANCIAL ADVISERS, LLC

CRD#: 315297 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
7436 Mellow Ridge, Boerne, TX 78015
Mailing Address
Phone number
(830) 290-8489
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


NOW I HAVE A PLAN

CRD#: 315297

TRUST BUT VERIFY

Monitor Timothy Bryant

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics