Robert Jeffery Bryar

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

• 01/1987 → Present
  Lpl Financial, Llc
  Sherman Oaks, CA

Other Businesses

1. 9/4/2007: DBA ONLY - BRYAR FINANCIAL SERVICES - DBA: BRYAR FINANCIAL SVCS - SHERMAN OAKS, CA. 2. 12/16/2009: MORTGAGE BROKERAGE SERVICES - FIRST TRUST DEEDS THROUGH CENTEK. I ORIGINALLY STARTED DOING MORTGAGE REFERRALS 6/28/1996. THIS IS JUST RECONFIRMING THAT IT IS ON FILE. - TIME SPENT 5%. 3. 6/24/2010: DBA ONLY - BRYAR FINANCIAL SERVICES - TIME SPENT 10% - SHERMAN OAKS, CA. 4. 8/17/2011: REAL ESTATE RENTAL - I HAVE 1 RENTAL PROPERTY MY LATE MOTHER'S HOUSE. IT IS RENTED TO A STRANGER, NOT A CLIENT, IT SHOULD BE NOTED THIS HAS NOTHING TO DO WITH LPL. - TIME SPENT 2% - SHERMAN OAKS, CA. 5. 5/14/2013: TAX PREP/ACCOUNTING/BOOKKEEPING - ROBERT J. BRYAR E.A. - CHANGE OF TAX PREP NAME FROM BRYAR FINANCIAL TO ROBERT J. BRYAR E.A. PREPARE TAX RETURNS. - TIME SPENT 18%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-11-15

Other Names

• Bob Bryar