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Bryan J Larrison

25 Years of Experience
2 DisclosuresBrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B

Fee Structure

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Location

Dublin, OH

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History

Regulatory History (2)
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Employment Separation After Allegations
March 2010
Customer Dispute
September 2009
Denied
Other 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.
April 2024 - Present · 1 yr 10 mos
Trustmont Financial Group, INC.
November 2023 - Present · 2 yrs 3 mos
Trustmont Financial Group, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Ausdal Financial Partners, INC.
March 2017 - August 2023 · 6 yrs 5 mos
Ausdal Financial Partners, INC.Broker
March 2017 - August 2023 · 6 yrs 5 mos
Sandlapper Securities, LLCBroker
June 2014 - March 2017 · 2 yrs 9 mos
Sandlapper Wealth Management, LLC
June 2010 - March 2017 · 6 yrs 9 mos
Colony Park Financial Services LLC.Broker
June 2010 - June 2014 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2007 - April 2010 · 3 yrs
UBS Financial Services INC.
November 2003 - May 2007 · 3 yrs 6 mos
UBS Financial Services INC.Broker
October 2003 - May 2007 · 3 yrs 7 mos
Citigroup Global Markets INC.
August 2001 - November 2003 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2001 - November 2003 · 2 yrs 9 mos
Salomon Smith Barney INC.Broker
August 1999 - December 2000 · 1 yr 4 mos
State Registrations4 states
CAFLGAOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.