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Bryan Raymond

Wells Fargo Advisors
34 Years of Experience
Lewiston, ID
6 DisclosuresBroker
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Bryan Raymond is a registered investment advisor at Wells Fargo Advisors, based in Lewiston, ID, with 34 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

868 Main St, Lewiston, ID, 83501

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 2010
Judgment / Lien
July 2010
Judgment / Lien
April 2010
Judgment / Lien
June 2009
Judgment / Lien
October 2008
Customer Dispute
September 2003
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLCBroker
July 2007 - January 2011 · 3 yrs 6 mos
Wells Fargo Investments, LLC
July 2007 - January 2011 · 3 yrs 6 mos
Fintegra Financial Solutions
February 2005 - June 2007 · 2 yrs 4 mos
Fintegra, LLCBroker
February 2005 - June 2007 · 2 yrs 4 mos
CUNA Brokerage Services, INC.
August 1997 - January 2005 · 7 yrs 5 mos
CUNA Brokerage Services, INC.Broker
August 1993 - January 2005 · 11 yrs 5 mos
American Express Financial Advisors INC.Broker
February 1992 - May 1993 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
February 1992 - May 1993 · 1 yr 3 mos
State Registrations20 states
AKAZCACOFLIDKYMOMTNCNDNHORSDTNTXUTWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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