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Bryan Charles Foronjy

LPL Financial LLC

San Luis Obispo

CA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Strategic Wealth Advisors Group, LLC 5 months, 1 week Jul 2016 - Present
LPL Financial LLC 1 year, 7 months May 2015 - Present
Fidelity Investments 7 years, 4 months Jan 2008 - May 2015
LPL Financial LLC 11 months Jan 2007 - Dec 2007
James Buley 5 months Aug 2006 - Jan 2007
Full-Time Education 8 months Dec 2005 - Aug 2006

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Bryan Foronjy

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 18, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 24, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on Nov. 22, 2016
    • $112.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 531K
      Accounts
    • $211.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions