Oppenheimer & Co.
47yrs
Top advisor by experience in Carlsbad
20yrs
Bryan Theall
Full name on record: Bryan Patrick Theall
Financial advisor at Shared Vision Wealth Group
Bryan Theall is a fiduciary financial advisor in Carlsbad, California, with 20 years in the industry. After four years at Northwest Asset Management and two years at USAA Investment Services, Bryan joined Shared Vision Wealth Group in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Bryan holds the CFP® designation.
One of 457 advisors with offices in Carlsbad, and one of 416 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
OfficeCarlsbad, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.76 million
Advisors at the firm3
States licensed ?1 state
Services through Shared Vision Wealth Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowShared Vision Wealth GroupCurrent firm
- 2020 – 2023Northwest Asset ManagementPreviously
- 2018 – 2020USAA Investment Services CompanyPreviously
- 2007 – 2018USAA Financial Planning ServicesPreviously
- Feb 2007 – Nov 2007USAA Investment Services CompanyPreviously
Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bryan
How do I contact Bryan?
Call Shared Vision Wealth Group at (760) 349-1750 and ask for Bryan Theall. Bryan works from the Carlsbad, CA office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2006, about 20 years. More experience than 62% of advisors 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?
Shared Vision Wealth Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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