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Richard Keith Bryan

Partners In Financial Planning, LLC

John's Island, SC

Charleston, SC

Salem, VA

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Current Employers
Partners In Financial Planning, Llc

421 South College Avenue, Salem, VA 24153 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-22
VA RA APPROVED 2013-01-02
  • SC RA
    APPROVED
    Since 2026-03-22
  • VA RA
    APPROVED
    Since 2013-01-02

Branch Locations

John's Island, SC • United States

4000 S. Faber Place Drive Suite 300, Charleston, SC 29405 • United States

421 South College Avenue, Salem, VA 24153 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Partners In Financial Planning Salem VA 10/2012 Present
  • 10/2012 → Present
    Partners In Financial Planning
    Salem, VA
Previous Registrations
  • 2011-06-10 → 2012-12-31
    Bryan Wealth Management, Llc
    Salem, VA
  • 2004-12-08 → 2010-04-05
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-21
S63 Uniform Securities Agent State Law Examination 1999-10-26
  • S65 Uniform Investment Adviser Law Examination
    1999-12-21
  • S63 Uniform Securities Agent State Law Examination
    1999-10-26
Designations

View on SEC IAPD

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