Bryan Spencer (CRD# 7257147) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 2 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Austin, TX | Sep 2021 - Current | 2 |
| Uber Eats | Austin, TX | Aug 2021 - Sep 2021 | < 1 |
| Unemployed | Austin, TX | May 2021 - Aug 2021 | < 1 |
| Texas A&m University | College Station, TX | Aug 2017 - May 2021 | 3 |
| Northwestern Mutual | Austin, TX | Jun 2020 - Nov 2020 | < 1 |
| Texas Public Finance Authority | Austin, TX | May 2019 - Aug 2019 | < 1 |
| Perini Ranch And Steakhouse | Buffalo Gap, TX | Apr 2016 - Aug 2017 | 1 |
| Student | Abilene, TX | Jun 1999 - Apr 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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