Bryan Cordova is a registered investment advisor at Equitable Advisors, LLC, based in Tucson, AZ, with 6 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
5151 E. Broadway Blvd., Suite 790, Tucson, AZ, 85711
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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.
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Bryan is the executor nominee/successor trustee of a family trust and future executor for his spouse. He also owns Baker Acres LLC, a real estate investment LLC, and is a member of BNI SoZona, dedicating a few hours per week to this activity. Bryan is also a sales associate with Realty Benefit Services and Dergalis Associates LLC, and holds volunteer positions with the Southern Arizona Environmental Management Society and Catalina Rotary Club Inc/Catalina Rotary Foundation Inc.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations8 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.