Disclosures

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Bryan P. Filson currently holds the FINRA Series 7 and Series 66 licenses, the Florida 2-15 life, health, and variable annuity license, and the Florida long-term-care certification. He holds the CRPS® designation from the College for Financial Planning and the CEPA designation from the Exit Planning Institute.

Advanced Capital Strategies LLC does not provide legal or accounting advice. Estate planning documents are drafted by licensed attorneys; tax returns and formal tax opinions are prepared by licensed accounting professionals. We coordinate with those professionals on your behalf.

No investment strategy can predict the future, eliminate risk, or guarantee results. Past performance is not a guarantee of future outcomes. This website is for general information only and is not a recommendation or an offer to buy or sell any security.

Questions about anything here? Start a conversation or review Bryan's background.