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Who We Are
Being independent allows us the freedom to form strategic partnerships and leverage collective resources. Click on the links below to learn more about Tollerene Investment Management, as well as our partners’ services and unique capabilities. Scroll down to learn more about our broker/dealer LPL Financial.
Tollerene Investment Management Overview
I provide financial, investment, and estate planning strategies that work together to support your unique needs and objectives.
Tollerene Investment Management specializes in investing and planning for families. Our mission is to be a valued advisor that is significant in our clients’ lives. It is our goal to provide independent and personalized advice that supports a relationship built on trust and understanding. We want our clients to know that we care not only about their finances, but who they are and what is important to them.
Our services include financial planning, retirement planning, estate planning, client portfolio management, college education planning, and tax planning. Tollerene Investment Management offers access to securities and advisory services through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Independent and Professional:
Our client recommendations are independent from the influence of any outside party. We are not owned or financially supported by any insurance company, bank, brokerage firm or other financial institution.
Bryan Tollerene has been a Financial Consultant for over 30 years. A graduate of Texas A&M University, Bryan holds a Bachelors of Science degree in Economics and he has been recognized for completion of a course of study in advanced financial planning by the School of Advanced Financial Management. He is a alumni of the Houston chapter of the Market Technicians Association and a 3rd generation Houstonian.
I enjoy helping my clients work toward their financial goals, manage their resources and portfolio risk to pursue the confidence that comes with making good decisions while dealing with confusing and often chaotic markets.
I am an avid cyclist, biking over 150 miles most weeks. If you are ever in the S. Houston/Pearland area come and ride with me and the Pearland Cycling Club.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
LPL Financial
Together at LPL
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs.
Personalized Advice
At LPL, we provide our financial professionals with the independent research and other resources needed so they can give you personalized advice — and you, in turn, can make informed decisions as you pursue your financial goals.
Independent Guidance Matters
One of the most important financial decisions you can make is to seek the advice of a trusted, qualified financial professional. Ideally, you should work with someone who employs transparency in their interactions with you and remains objective in terms of products or companies.
A financial professional should put your interests first, and provide strategies focused on your specific financial objectives. That’s what LPL financial professionals do.
LPL Financial doesn’t offer proprietary investment products and has no investment banking operations. That means our financial professionals are free from outside influence to push particular investment products or advice. Instead, they draw upon independent research and other resources that enable them to offer objective guidance to serve your needs.
The Benefits of LPL Research
Among the vast resources LPL-affiliated financial professionals can access are those from LPL Research, one of the industry’s largest independent research teams. LPL Research’s experienced analysts, strategists, and investment specialists keep a pulse on global and US markets and economic trends so they can deliver research, market perspectives, asset allocation advice, and more.
By tapping into these resources, LPL financial professionals can help you cut through the emotions often associated with financial planning decisions.
For more information about LPL Financial click here.
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© 2024 Tollerene Investment Management. All Rights Reserved. LPL Financial Form CRS.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. We are licensed to sell insurance products in the following states: Texas (TX).
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.