Julia
Bryson
Colton Groome Financial Advisors, LLC
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About this Advisor
Julia Bryson is a financial advisor based in Asheville, North Carolina with a total of 1 year of industry experience. Bryson is an employee of Colton Groome Financial Advisors, LLC. Bryson has gained experience at Family Faith & Fellowship Church, Bank Of America Na. Merrill Lynch Na, Colton Groome Financial Advisors, LLC, Valmark Securities, Inc, Wells Fargo, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Bryson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Colton Groome Financial Advisors, LLC is a company headquartered in Asheville, NC. It handles $282 million in assets under management among its 769 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises five charitable organizations. Of its 769 customer accounts, 48% are held by high-net-worth individuals who have at least $1 million in assets. Colton Groome Financial Advisors, LLC offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors are based on the services offered. Fees billed by Colton Groome Financial Advisors, LLC can include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colton Groome Financial Advisors, LLC Brokerage Details
$282,264,183
14
769
$367,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Julia Bryson Work History
Julia has been registered as a financial advisor for 1 years.*
Colton Groome Financial Advisors, LLC
Valmark Securities, Inc
Bank Of America Na. Merrill Lynch Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo
Family Faith & Fellowship Church
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julia Bryson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Colton Groome Financial Advisors, LLC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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