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Sara Bravo

17 Years of Experience
Dallas, TX
Broker

Sara Bravo is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 17 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

200 Crescent Ct., Suite 1030, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.
July 2018 - Present · 7 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Capital Institutional Services, INC.Broker
May 1999 - March 2006 · 6 yrs 10 mos
Everen Securities, INC.Broker
May 1998 - June 1998 · 1 mo
Principal Financial Securities,inc.Broker
June 1995 - May 1998 · 2 yrs 11 mos
State Registrations1 state
TX
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.