Bryan D. Mcdermott

FINANCIAL PLANNING FOR GENERATIONS

Encino, CA 91436

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CRD#: 7583378

Professional summary

Bryan Danny Mcdermott is a registered financial advisor currently at FINANCIAL PLANNING FOR GENERATIONS, INC. located in Encino, California.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bryan 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.

I am a Member of Magnus Care, LLC, a company that provides in-home care services to seniors. This business is not investment related. Magnus Care, LLC is located at 23626 Gravino Road, Santa Clarita, CA 91355. I founded Magnus Care in 2017 and was actively involved in the business until 2021. Since 2022, I am no longer involved with the company operations and hold no title or position.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Danny Mcdermott'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

September 28, 2023 - Present

FINANCIAL PLANNING FOR GENERATIONS, INC.

Office #1: 15760 Ventura Blvd Suite 840, Encino, CA 91436

RIA

CRD#: 130582

Encino, CA

Past

May 16, 2023 - September 14, 2023

D.A. DAVIDSON & CO.

RIA

CRD#: 199

PASADENA, CA

Past

April 10, 2023 - September 14, 2023

D.A. DAVIDSON & CO.

CRD#: 199

PASADENA, CA

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

California
(9/28/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/15/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/10/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/21/2022

Securities Industry Essentials Examination

Current Firm

FINANCIAL PLANNING FOR GENERATIONS, INC.

CRD#: 130582 / SEC#:

California

Registered Investment Advisory firm - (11/10/1999 Approved)

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Contact information

Main Address

15760 Ventura Blvd Suite 840, Encino, CA 91436

Mailing Address

Phone number

(855) 374-9174

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bryan D. Mcdermott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Danny Mcdermott's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL PLANNING FOR GENERATIONS, INC.

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/15/2023

Series 7TO

Date: 4/10/2023

SIE

Date: 11/21/2022

Current Firm

FINANCIAL PLANNING FOR GENERATIONS, INC.

Contact information

Documents

Red Flags

Company Information

FINANCIAL PLANNING FOR GENERATIONS, INC.

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