JB
JB

Joseph Bynum

32 Years of Experience
Oxford, AL
3 DisclosuresBroker

Joseph Bynum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oxford, AL, with 32 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

704 Hale St, Oxford, AL, 36203

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History

Regulatory History (3)
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.
Employment Separation After Allegations
August 2003
Criminal
October 1973
Final Disposition
Criminal
October 1973
Final Disposition
Other 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
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 2003 - Present · 22 yrs 8 mos
Previous Registrations
Raymond James Financial Services
November 2003 - January 2009 · 5 yrs 2 mos
Edward JonesBroker
February 1993 - August 2003 · 10 yrs 6 mos
State Registrations14 states
ALAZCAFLGAINKSMDMSNCSCTNVAWA
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.