YB
YB

Yvette Bryan

31 Years of Experience
Johnson City, TN
1 DisclosureBrokerSells Insurance

Yvette Bryan is a registered investment advisor at LPL Financial LLC, based in Johnson City, TN, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

2112 North Roan Street, 8th Floor, Johnson City, TN, 37601

Get directions

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
January 2009
Settled
Other Business ActivitiesSells Insurance

Yvette is the treasurer of the Tri Cities Boating Club and a board member for the United Way of Washington County, dedicating minimal time to each. She also receives compensation from investment-related sales of insurance, annuities, and advisory services through affiliated entities.

Employment History
Current Registrations
LPL Financial LLC
August 2025 - Present · 9 mos
LPL Financial LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
First Horizon Advisors, INC
October 2013 - August 2025 · 11 yrs 10 mos
Ftb Advisors, INC.
June 2009 - October 2013 · 4 yrs 4 mos
Ftb Advisors, INC.
March 2004 - March 2012 · 8 yrs
First Horizon Advisors, INC.Broker
July 1998 - August 2025 · 27 yrs 1 mo
Ids Life Insurance CompanyBroker
February 1995 - May 1998 · 3 yrs 3 mos
American Express Financial Advisors INC.Broker
September 1994 - May 1998 · 3 yrs 8 mos
State Registrations13 states
DEFLGAKYMIMSNCOHPASCTNTXVA
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.
Yvette Bryan - Financial Advisor | TrueAdvisor