Joseph Bynum
Joseph Bynum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oxford, AL, with 33 years of industry experience. Joseph 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
704 Hale St, Oxford, AL, 36203
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
August 2003Criminal
October 1973Criminal
October 1973Other Business Activities
Joseph is the owner of Joe Bynum Investment Services, Inc., but dedicates minimal time to it. He is also an officer (President) at Wealth and Retirement Services Inc., spending about half his time on this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
State Registrations14 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
More Advisors
- Jonathan Jones, CFPRaymond James Financial Services Advisors, INC