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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-24-2018
- Office Locations
- 1
Office Locations
About Meddent Solutions
MedDent Solutions provides coordinated insurance, business consulting, and financial planning tailored to physicians and dentists. The team supports clients from residency through retirement, focusing on debt and risk/insurance planning, practice ownership decisions, wealth accumulation and estate planning, and structured exit planning around practice sales. Integrated, healthcare-specific guidance under one roof reduces advisor fragmentation for time-constrained practitioners.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
William Forrest Bryant
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6564712
- Ownership
- Less than 5%
Clifford Allen Lipscomb
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,773,722 | -- |
| Non-Discretionary | $8,434,363 | -- |
| Total | $28,208,085 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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