BU
BU

Bryan George Ugalde

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingEstate PlanningEducation PlanningCharitable GivingInsurance PlanningRetirement Planning
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
17 clients
Average Client Portfolio
Not specified

Fee Structure

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Location

8841 Research Drive, Suite 100, Irvine, CA, 92618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bryan is the COO of FDP Insurance Services, Inc., spending full-time hours managing insurance and investment sales, and receives W2 compensation and shareholder distributions. He is also involved in real estate through Irvine C&R Properties, LLC and individual investments, and is the Chief Compliance Officer for FDP Wealth Management, LLC.

Employment History
Current Registrations
Fdp Wealth Management, LLC
January 2011 - Present · 15 yrs 1 mo
Valmark Securities, INC.Broker
October 2010 - Present · 15 yrs 4 mos
Previous Registrations
Lincoln Financial Securities CorporationBroker
September 2008 - October 2010 · 2 yrs 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.