Bryan
Wing
Pax Financial Group
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About this Advisor
Bryan Wing is a certified financial planner working in San Antonio, Texas with a total of 7 years of industry experience. Wing currently works for Pax Financial Group. During their career, Wing has held roles at Lpl Financial LLC, 360 Wealth Management and Pax Financial Group, LLC. Wing maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Pax Financial Group is an advisory firm that has its headquarters in San Antonio, TX. The firm has a total of 22 people on staff. It controls $495 million in assets between its 4,078 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 4,078 client accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets. The firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on the financial services. However, fee types charged by Pax Financial Group most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pax Financial Group Brokerage Details
$494,838,589
22
4,078
$121,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Bryan Wing Work History
Bryan has been registered as a financial advisor for 7 years.*
Pax Financial Group, LLC
360 Wealth Management
Lpl Financial LLC
*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 Bryan Wing 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 Pax Financial Group
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
