Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
120 clients
Average Client Portfolio
Not specified

Fee Structure

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Location

15760 Ventura Blvd, Suite 840, Encino, CA, 91436

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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 Activities

Bryan is a member of Magnus Care, LLC, a company providing in-home care services to seniors, which he founded in 2017. While he was actively involved until 2021, he has not been involved in operations since 2022 and holds no title or position.

Employment History
Current Registrations
Financial Planning for Generations, INC.
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
D.A. Davidson & CO.
May 2023 - September 2023 · 4 mos
D.A. Davidson & CO.Broker
April 2023 - September 2023 · 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.