Ameriprise Financial Services
47yrs
Top advisor by experience in Virginia Beach
28yrs
Bryan Rex
Full name on record: Bryan Bartlett Rex
Financial advisor at Cambridge Investment Research Advisors
Based in Virginia Beach, Virginia, Bryan Rex is a fiduciary financial advisor with 28 years of industry experience. Bryan has been with Cambridge Investment Research Advisors since 2017; before that, Bryan spent nine years at Invest Financial and eight years at Osaic Wealth. Bryan’s designations include CFP® and ChFC.
One of 560 advisors with offices in Virginia Beach, and one of 536 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office448 Viking Drive Suite 310, Virginia Beach, VA 23452
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2009 – 2017Invest Financial CorporationPreviously
- 2001 – 2009Osaic Wealth, Inc.Previously
Contact Bryan
448 Viking Drive Suite 310Virginia Beach, VA 23452Office · Get directions Firm main line(641) 472-5100Headquarters: Cambridge Investment Research Advisors · Fairfield, IA Instagram pageCambridge Investment Research Advisors
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Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryan
How do I contact Bryan?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Bryan Rex. Bryan works from the Virginia Beach, VA office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
What licenses does Bryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Bryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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