Zel Bush
Zel Bush is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boardman, OH, with 34 years of industry experience. Zel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
8286 South Ave, Bldg A, Boardman, OH, 44512
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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 ActivitiesSells Insurance
Zel is an independent insurance agent for various insurance companies and agencies, and an advisory representative of a Registered Investment Advisor (RIA). Zel also owns real estate and is an owning member of WRS Partners LLC and WRS Wealth Advisors LLC.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Mony Securities CorporationBroker
State Registrations28 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.
Exams
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