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Richard Keith Bryan

PARTNERS IN FINANCIAL PLANNING, LLC·SALEM, Virginia
Series 7, Series 63, Series 65Clean record21 years registeredPARTNERS IN FINANCIAL PLANNING, LLC
421 SOUTH COLLEGE AVENUE, SALEM, VA 24153CRD# 4031082Firm CRD# 151980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Keith Bryan · SALEM, VA
Registration
CRD #4031082 · PARTNERS IN FINANCIAL PLANNING, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

PARTNERS IN FINANCIAL PLANNING, LLC
Jan 2013 – present
BRYAN WEALTH MANAGEMENT, LLC
Jun 2011 – Dec 2012
SALEM, VA
VANGUARD ADVISERS INC
Dec 2004 – Apr 2010
MALVERN, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · December 8, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARTNERS IN FINANCIAL PLANNING, LLC
CRD 151980 · SEC 801-70754
AUM
$709M
Regulatory assets under management
Employees
12
2,163 client accounts
Services offered by PARTNERS IN FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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05

Frequently Asked Questions

What services does Richard Keith Bryan offer?
Richard Keith Bryan specializes in Financial Planning, Investment Management. Contact their office in SALEM, Virginia for a consultation.
What are Richard Keith Bryan's credentials?
Richard Keith Bryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Keith Bryan located?
Richard Keith Bryan is based in SALEM, Virginia, working with PARTNERS IN FINANCIAL PLANNING, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Richard Keith Bryan charge for services?
Richard Keith Bryan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERS IN FINANCIAL PLANNING, LLC?
PARTNERS IN FINANCIAL PLANNING, LLC has approximately 12 employees and manages $709M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PARTNERS IN FINANCIAL PLANNING, LLC

Pamela Dolvin Poldiak
SALEM, VA
Stephen Christopher Bain
SALEM, VA
Christopher William Bishop
SALEM, VA
James Elwood Pearman
SALEM, VA

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Research
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