BB
BB

Bryan Burkhart

32 Years of Experience
Sullivan, IN
Broker

Bryan Burkhart is a registered investment advisor at Raymond James & Associates, INC., based in Sullivan, IN, 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 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
Loading...

Location

18 E Jackson St, Sullivan, IN, 47882-1501

Get directions

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.

Learn about disclosures →
Other Business Activities

Bryan owns rental real estate property since 2019, spending minimal time on it. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Edward Jones
February 2007 - June 2024 · 17 yrs 4 mos
Edward JonesBroker
December 1993 - June 2024 · 30 yrs 6 mos
State Registrations19 states
CACOFLGAIAILINKSMDMONCNENYOHSCTNTXVAWI
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.