Bryan John Nelson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → 06/2024
  Securities America, Inc.
  Sacramento, CA
• 08/1996 → Present
  Ray Leigh Ranch
  Denair, CA
• 01/2013 → 08/2024
  Orion Wealth Inc
  Turlock, CA
• 06/2024 → 08/2024
  Osaic Wealth, Inc.
  Turlock, CA
• 06/2024 → 08/2024
  Osaic Wealth, Inc.
  Turlock, CA
• 08/2024 → Present
  Lpl Financial
  Turlock, CA

Previous Registrations

• 2024-06-14 → 2024-08-15
  Osaic Wealth, Inc.
  Turlock, CA
• 2006-03-08 → 2024-06-14
  Securities America Advisors, Inc.
  Turlock, CA
• 2004-11-02 → 2006-03-23
  Valic Financial Advisors, Inc.
  Modesto, CA

Other Businesses

1) 07/2024 - Farmington Hills, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Turlock CA / Start date 07/01/2015 - 2 Hrs per month - 1% Time Spent 2) 07/2024- RAY LEIGH RANCH / Farm / Almond Farming / Non Inv. Related / Denair, CA / Start date 08/09/1996 - 1 Hrs per month - 1% Time Spent 3) 07/2024 - Orion Wealth, Inc. / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 4) 07/2024 - THE COPPER NEST / Real Estate Rental // Investment Related / CA 95076 / Star date 11/27/2019 - 8 Hrs per month - 5% Time Spent 5) 01/14/2025 - Blue Chip Broadcasting- Not Investment Related - Other - Radio broadcasting business - At Reported Business Location(s) - Start Date:01/06/2025 - 50 Hrs/Mth - 5 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-01
• S63 Uniform Securities Agent State Law Examination
  2004-07-23

Designations

• Certified Financial Planner