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Callen Bryan

LPL Financial LLC
39 Years of Experience
Wheeling, WV
1 DisclosureBrokerSells Insurance
View SEC Summary
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Callen Bryan is a registered investment advisor at LPL Financial LLC, based in Wheeling, WV, with 39 years of industry experience. Callen 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 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1031 National Road, Wheeling, WV, 26003

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Callen operates Bryan Wealth Management, LLC as a DBA for his LPL business, dedicating nearly full-time hours to it. He also sells various insurance products, including life, health, disability, fixed annuities, and long-term care, spending a few hours per week on this activity, and is a notary.

Employment History
Current Registrations
LPL Financial LLC
April 2024 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - March 2024 · 9 mos
Cetera Advisor Networks LLC
January 2016 - June 2023 · 7 yrs 5 mos
Cetera Advisor Networks LLCBroker
January 2016 - March 2024 · 8 yrs 2 mos
Founders Financial Alliance, LLC
December 2015 - January 2016 · 1 mo
LPL Financial LLCBroker
December 2015 - January 2016 · 1 mo
Cetera Advisor Networks LLC
August 2007 - December 2015 · 8 yrs 4 mos
Blue Vase Capital Management
January 2006 - December 2008 · 2 yrs 11 mos
Cetera Advisor Networks LLCBroker
October 2005 - December 2015 · 10 yrs 2 mos
Blue Vase Securities, LLC
October 2002 - December 2005 · 3 yrs 2 mos
Blue Vase Securities, LLCBroker
October 2002 - October 2005 · 3 yrs
Walnut Street Securities, INC.Broker
November 1986 - October 2002 · 15 yrs 11 mos
State Registrations5 states
GAMDOHPAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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