Albert K. Bryant

FIRST CHOICE FINANCIAL PLANNING LLC

ALLEN, TX 75002

Some features on this profile are disabled

CRD#: 7517165

Professional summary

Albert Keith Bryant is a registered financial advisor currently at FIRST CHOICE FINANCIAL PLANNING LLC located in Allen, Texas and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Allen, Texas.

Albert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Albert has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.

(1)Name of Business: Dawson Private Wealth Address: 333 E Bethany Dr Ste I120, Allen, TX, 75002-3813, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial advice to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Keith Bryant'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®

None

Experience

Current

August 12, 2023 - Present

FIRST CHOICE FINANCIAL PLANNING LLC

Office #1: 333 East Bethany Drive Suite I-110, Allen, TX 75002

RIA

CRD#: 309162

ALLEN, TX

Current

June 21, 2023 - Present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Office #1: 333 East Bethany Drive Suite I120, Allen, TX 75002

CRD#: 6694

Allen, TX

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(8/12/2023)

IAR

Texas
(8/12/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/26/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/20/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/19/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

FIRST CHOICE FINANCIAL PLANNING LLC

FIRST CHOICE FINANCIAL PLANNING | FIRST CHOICE FINANCIAL PLANNING LLC

CRD#: 309162 / SEC#:

Texas

Registered Investment Advisory firm - (6/14/2020 Approved)

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

333 East Bethany Drive Suite I-120, Allen, TX 75002

Mailing Address

Phone number

(469) 795-9231

Established

Firm type

Fiscal year end

# of Employees

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.

Similar Advisors

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Brett Phillips

VOYA FINANCIAL ADVISORS, INC.

IAR

DALLAS, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Albert K. Bryant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Keith Bryant's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST CHOICE FINANCIAL PLANNING LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/26/2023

Series 7TO

Date: 6/20/2023

SIE

Date: 4/19/2023

FINRA

Current Firm

FIRST CHOICE FINANCIAL PLANNING LLC

Contact information

Documents

Red Flags

Company Information

FIRST CHOICE FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Similar Advisors