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WHB Financial

WHB Financial

Location

3 Rancho Vista Pl Pomona CA United States 91766


Price Ratings : $$$$

Parking : Street


About Business

William H. Bryan has been in the financial service industry since 1989. In 2011 he became a financial adviser with Edward Jones and transitioned his business to LPL Financial in 2013. Before becoming a financial adviser in 2011 he spent 23 years with the Capital Group/American Funds, one of the largest money management firms in the world. During his 23 years with the Capital Group he served in various roles, including being the Endowment & Foundation Specialist in the Institutional Investor Service Group, where he focused on helping “people that do good, to do good”.
William was born in Chicago, IL and moved to Rancho Cucamonga California in 1980, where he attending Alta Loma High School. He earned a full-ride scholarship to play college football at Cal State Fullerton, where he also earned a BA degree in Business/Economics with emphasis in personal financial planning. William married Cynthia in 1994 and together they have two boys, Warren and Will IV. In William’s spare time he enjoys golfing and listening to jazz. William and his family attend Abundant Living Family Church (ALFC) in Rancho Cucamonga where they also volunteer their time. In addition, he works with many non-profits, foundations and endowments.

CA insurance #0H53646
Life, Health & Disability Insurance License,

Registrations currently held with LPL Financial:
*Series 66 Investment Advisor Representative (combined state law)
*Series 7 General Securities Registered Representative

DISCLOSURES: Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA www.finra.org and SIPC www.sipc.org ,
WHB Financial is not an affiliated company of LPL Financial, LLC.

The LPL Financial representative associated with this site may discuss and/or transact securities business only with residents of the following states: California, Illinois.

Chat, Endorsements and Third-Party Recommendations are not accepted. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.


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