Coney Bryan is a registered investment advisor at Primerica Advisors, based in Ferriday, LA, with 30 years of industry experience. Coney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
1012 Third St, Ferriday, LA, 71334
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2019Customer Dispute
August 2015Other Business Activities
Coney sells investment-related products for companies affiliated with PFS Investments Inc. Coney may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan products and home security/automation referrals, and owns a farm.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
Previous Registrations
Primerica Advisors
Primerica Advisors
PFS Investments INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLCBroker
Wellstone Securities, LLCBroker
Medallion Equities, INC.Broker
Legend Equities CorporationBroker
Medallion Equities, INC.Broker
PFS Investments INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.