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Bryan Joseph Bentley

12 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
257 clients
Average Client Portfolio
$381K average
Assets Under Management
$97.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

Granite Bay, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bryan is a sole proprietor at Bentley Financial, selling insurance products including life insurance, annuities, and health insurance since 2011. He dedicates about 10-20% of his time to this, with a portion of that during trading hours.

Employment History
Current Registrations
Talon Private Wealth, LLC
April 2021 - Present · 4 yrs 10 mos
Brookstone Wealth Advisors, LLC
October 2014 - Present · 11 yrs 4 mos
Previous Registrations
Royal Fund Management, LLC
May 2013 - October 2014 · 1 yr 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Bryan Joseph Bentley - Financial Advisor | TrueAdvisor