Integrated Wealth Concepts
47yrs
Top advisor by experience in La Jolla
47yrs
Bryan Plank has worked in the financial industry for 47 years and is a fiduciary financial advisor based in La Jolla, California. Bryan joined Merrill in 1997, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 475 advisors with offices in La Jolla, and one of 436 fiduciaries.
At a glance
Experience47 years (since 1979)
How that compares ?Top 1% by experience in La Jolla
Office7825 Fay Ave, La Jolla, CA 92037
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1997 – nowMerrillCurrent firm
Contact Bryan
(800) 637-7455Firm headquarters in New York, NY. Ask for Bryan. 7825 Fay AveLa Jolla, CA 92037Office · Get directions
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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?
- 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 Merrill at (800) 637-7455 and ask for Bryan Plank. Bryan works from the La Jolla, CA office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 1979, about 47 years. Top 1% by experience in La Jolla.
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?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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