Bart Bryant
Bart Bryant is a registered investment advisor at Kestra Advisory Services, LLC, based in Myrtle Beach, SC, with 33 years of industry experience. Bart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
3700 Palmetto Pointe Blvd, 1, Myrtle Beach, SC, 29588
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bart is involved in several business activities, including serving as VP of the BOD for Grace Ministries, acting as an agent for multiple insurance companies (Financial Independence Group, Physicians Benefit Network, Christensen Agency, and Berkshire Advisor Resources), managing real estate through GNC Properties, and working with US Financial Services and Kestra Advisory Services. His work with US Financial Services and Kestra Advisory Services is full-time, while the other activities take up a few hours per week or about 10-20% of his time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Birchtree Financial Services, INC.Broker
Mid-Atlantic Securities, INC.Broker
Robert Thomas Securities, INCBroker
F.N. Wolf & CO., INC.Broker
State Registrations12 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.