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Bryan L
Series 65
Charlotte, NC
Llewellyn Financial LLC
Bryan Llewellyn is a financial advisor at Llewellyn Financial LLC in Charlotte, NC, holding a Series 65 designation with five years of industry experience. He has been with Llewellyn Financial since 2021 and concurrently works at Cargill Inc. since 2016. Llewellyn Financial LLC provides investment advisory and financial planning services to a select group of individual clients, including some high-net-worth individuals. The firm employs a core-and-satellite investment approach based on Modern Portfolio Theory and offers both ongoing planning and fixed-fee, tax-focused project engagements.
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