Bryan J Nelson

Current Employers

Employment History

• 09/2010 → 12/2019
  Voya Financial Advisors
  Orange, CA
• 12/2019 → Present
  Balanced Plan Financial Investment Advisors, Inc.
  San Clemente, CA
• 10/2023 → Present
  Symbiotic Insurance Solutions
  Laguna Niguel, CA
• 12/2023 → Present
  World Equity Group, Inc.
  Schaumburg, IL

Previous Registrations

• 2019-12-11 → 2020-12-07
  Balanced Plan Financial Investment Advisors, Inc.
  San Clemente, CA
• 2010-09-08 → 2019-12-11
  Voya Financial Advisors, Inc.
  Placentia, CA
  Orange, CA
  Santa Ana, CA
  Orange, CA
  San Diego, CA
  Irvine, CA
  Orange, CA
  Irvine, CA
• 2007-04-20 → 2010-09-02
  Edward Jones
  St Louis, MO
  Orange, CA
  Anaheim Hills, CA

Other Businesses

1) NAME OF ENTITY: Independent Insurance Agent; Yes; 625 THE CITY DR #460; ORANGE; CA; 92868; FIXED INSURANCE; Independent Insurance Agent; 9/1/2010; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. 2) Symbiotic Insurance Solutions; Head of Product/Sales Manager, Yes, 616 S. El Camino Real, Suite F, San Clemente, CA 92672, 10/31/2023. 3) Balanced Plan Financial; Yes Investment related; 825 Beckwith Road, Mt. Juliet, TN 37122; I own the RIA and manage client investment accounts at Schwab and Interactive Brokers; Posn/Title: Owner of the RIA; Start Date: 11/15/19; approximate number of hours/month you devote to the OBA: 30 Hrs; number of hours you devote to the other business during securities trading hours: 25 Hrs; Meeting with clients, managing investments, helping them achieve their financial goals. 4)Symbiotic Insurance Solutions, Inc.; Not Investment related; 28202 Cabot Road, #300, Laguna Niguel, CA 92677; Researching whole life and indexed universal life and training new agents.; Posn/Title: Head of Product Research and Sales Trainer; Start Date: 10/30/2023; Approximate number of hours/month you devote to the OBA 20 Hrs; Number of hours you devote to the OBA during securities trading hours: ZERO; Research, training of new agents, improving best practices for increased sales 5) Banking Truths; Not Investment related; 28202 Cabot Road, #300, Laguna Niguel, CA 92677; Selling fixed life insurance such as whole life and indexed universal life; Posn: Life Insurance Agent; Meeting with customers and explaining the values of fixed insurance to see if it's something that fits their needs. If so, putting the life insurance policy in place; 6) World Equity Group, Inc.; Investment Related, Broker Dealer Rep; Start Date: 12/2023; 425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-13
• S66 Uniform Combined State Law Examination
  2007-04-12

Other Names

• Bryan J Nelson
• Bryan Nelson