Alan Bynum
Alan Bynum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lafayette, CA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3736 Mount Diablo Blvd, Suite 205, Lafayette, CA, 94549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alan is named as a successor trustee since 2008 and executor of a client's trust since 2015, but only if he is no longer employed by Raymond James Financial Services. He spends minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Robert Thomas Securities, INCBroker
Fsc Securities CorporationBroker
Britson Investments, INC.Broker
Thomas F. White & CO., IncorporatedBroker
Britson Investments, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.