Advisor at Bryan Investments, LLC
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Firm
Bryan Investments, LLC
Location
Sabillasville, MD
Credentials
Series 63, Series 65
Industry experience
41 years
Keith Bryan is a financial advisor at Bryan Investments, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bryan Investments since 2011. Bryan Investments serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. The firm employs both fundamental and technical analysis, generally favoring long-term purchase strategies while using short-term trading in limited cases, and operates with a flat annual management fee without charging percentage-of-assets fees or accepting commissions.
Fee-only: Flat annual management fee per client, amount negotiated individually; no tiered schedule provided
Sabillasville, MD
Maryland
Bryan Investments, LLC
2011 - Present (15 years)
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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