Bryan Abella Tayona

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

• 08/2013 → 06/2021
  Ameriprise Financial Services, Inc.
  Honolulu, HI
• 06/2021 → Present
  Lpl Financial
  Wailuku, HI

Previous Registrations

• 2017-03-29 → 2021-06-22
  Ameriprise Financial Services, Llc
  Wailuku, HI

Other Businesses

1)1987 - DBA for LPL Business (entity for LPL business) - PacStar Financial Group - Investment Related - Wailuku, HI 96793 2)04/2019 - Sunday School Teacher - Grace Bible Church Maui - Investment Related - Kahului, HI 96732

Exams

• S66 Uniform Combined State Law Examination
  2015-12-12
• S63 Uniform Securities Agent State Law Examination
  2010-12-03