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Bryant Wilson

1 Year of Experience
Austin, TX
BrokerSells Insurance

Bryant Wilson is a registered investment advisor, based in Austin, TX, with 1 years of industry experience.

Location

2028 E Ben White Blvd., Ste 235, Austin, TX, 78741

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Bryant owns Index Insurance Solutions, LLC, focusing on insurance, benefits, and human resources, taking nearly full-time. He also works as an instructor for Adult Financial Education Services and as an Investment Advisor Representative for Hebert Financial Services, dedicating about half of his time to the latter.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
January 2026 - Present · 4 mos
Cambridge Investment Research Advisors, INC.
June 2024 - Present · 1 yr 11 mos
State Registrations1 state
TX
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.