Adam Bryan
Financial Advisor
Licenses:
Series 7 (General Securities Representative), Series 65 (Uniform Combined Law Examination)
Areas of Specialization:
Real Estate, 1031 Exchange Strategies, DST Properties
North Hills, California
Financial Advisor
Series 7 (General Securities Representative), Series 65 (Uniform Combined Law Examination)
Real Estate, 1031 Exchange Strategies, DST Properties
North Hills, California
Financial Advisor
Series 65 (Investment Advisor Law Exam) Series 63 (State Law Exam) Series 7 (General Securities Representative Exam) Series 22 (Direct Participation Program Exam) Series 31 (Managed Futures Exam)
1031 Exchange, Real Estate Investments, Direct Participation Programs
Los Angeles, California
Financial Advisor
Series 7 (General Securities Representative), Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination), Series 66 (Uniform Combined Law Examination), Insurance Licensed for Accident and Health, Life, and Variable Contracts
Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts, Retirement Planning, 401K Plans, Annuities, Long Term Care
Lubbock, Texas
Financial Advisor
Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam)
1031 Exchange, Real Estate Investments, Direct Participation Programs
Huntington Beach, California
Financial Advisor
Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination)
Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts
Dresher, Pennsylvania
Financial Advisor
Series 63 (Uniform Securities Agent State Law Exam) Series 22 (Direct Participation Programs
Real Estate, 1031 Exchange Strategies, Commercial Real Estate Brokerage, DST Properties, NNN Properties, Cost Segregation, Installment Sales
Bethlehem, Pennsylvania
Financial Advisor
Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 66 (Uniform Combined Law Examination)
Investment Analysis and Research, Real Estate & 1031 Exchanges, Portfolio Management
Florida, Pennsylvania
Managing Member CEO, CIO
Series 4 (Registered Options Principal), Series 7 (Registered Representative), Series 14 (Compliance Officer Examination), Series 24 (Registered Securities Principal), Series 53 (Registered Municipal Securities Principal), Series 63 (State Blue Sky) Uniform Securities Agent State Law Examination, Series 66 (Investment Advisory), Series 99 (Operations Professional), Life and Variable Annuity Insurance License
Firm’s Chief Investment Officer, Investment Management, Research and Analysis, Brokerage Operations and Trading, Fixed Income Analysis
Omaha, Nebraska
Financial Advisor
Investment Company Representative (Series 6), General Securities Representative (Series 7), General Securities Principal (Series 24), State Law Examination (Series 63), Licensed Real Estate Broker. Areas of Specialization: Real Estate, 1031 exchange Strategies, DST and TIC Properties research
Real Estate, 1031 exchange Strategies, DST and TIC Properties research
Huntington Beach, California
Financial Advisor
Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), California Real Estate License
Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts
Sherman Oaks, California
Financial Advisor
Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination)
1031 Exchange Strategies, Commercial Real Estate Brokerage, DST Properties, NNN Properties
Prescott, Arizona
Financial Advisor
Certified Financial Planner™ (CFP®), Accredited Estate Planner® (AEP®) Chartered Life Underwriter (CLU) and Chartered Financial Consultant™ (ChFC®), Series 7 (General Securities Representative), Series 24 (General Securities Principal),Series 63 (Uniform Securities Agent), Life and Variable Annuity Insurance License, Licensed Real Estate Agent
Investment Management, Wealth Management, 1031 Exchanges, Estate Protection Strategies, Retirement Income Solutions
Wilmette, Illinois
Financial Advisor
Series 22 (Direct Participation Programs) Series 63 (Uniform Securities Act) Licensed as a Life Accident and Health Producer
Real Estate; Health Insurance
Pennsylvania, New Jersey
Managing Director, Vice Chair
Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), Certified Divorce Financial Analyst, Life and Variable Annuity Insurance
Asset Management, Divorce Financial Planning
Lubbock, Texas
Financial Advisor
Series 6 (Investment Company Products/ Variable Contracts Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 66 (Uniform Combined State Law)
1031 Exchange, Real Estate Investments, Direct Participation Programs, Mutual Funds
Huntington Beach, California
Financial Advisor
1031 Exchange, Real Estate Investments
Greenwich, Connecticut
Financial Advisor
Series 5 (Interest Rate Options Exam) Series 7 (General Securities Representative Exam) Series 66 (Investment Advisors Combines State Law Exam) Series 65 (Investment Advisor Law Exam) Series 63 (State Law Exam)
Direct Participation Program, Real Estate, 1031 Exchanges
Naples, Florida
Director
Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Life and Variable Annuity Insurance License, Series 52 (Registered Municipal Securities Representative), Series 53 (Registered Municipal Securities Principal), Series 24 (Registered Securities Principal)
Portfolio Management, Real Estate 1031 Exchange Strategies, DST Properties
Indianapolis, Indiana
Financial Advisor
Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination)
1031 Exchange Strategies, Commercial Real Estate, DST Properties
Huntington Beach, California
Financial Advisor
Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Member California State Bar, Series 24 (Registered Securities Principal)
Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts