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Albert Boris
41 Years of Experience
Devon, PA
1 DisclosureBroker
Albert Boris is a registered investment advisor at Raymond James & Associates, INC., based in Devon, PA, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
92 Lancaster Avenue, Suite 205, Devon, PA, 19333
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2008Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 10 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 10 mos
Previous Registrations
Deutsche Bank Securities INC.
March 2007 - September 2016 · 9 yrs 6 mos
Deutsche Bank Securities INC.Broker
January 2001 - September 2016 · 15 yrs 8 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
July 1990 - September 1997 · 7 yrs 2 mos
Kidder, Peabody & CO. IncorporatedBroker
April 1984 - June 1990 · 6 yrs 2 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMOMTNCNENHNJNVNYOHPARISCTNTXUTVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.