Bryan Larrison
Bryan Larrison is a registered investment advisor at Trustmont Advisory Group, INC., based in Dublin, OH, with 26 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Dublin, OH
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2010Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Bryan sells life insurance, structured settlements, and fixed annuities through Praxis Capital & Investment Management, dedicating minimal time to this activity. He also volunteers as a youth hockey coach and collaborator with USA Hockey, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Sandlapper Securities, LLCBroker
Sandlapper Wealth Management, LLC
Colony Park Financial Services LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Salomon Smith Barney INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.