Brian Orol
Brian Orol is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Raleigh, NC, with 31 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
Firm Size
IM Fee
Assets Under Management
Location
8601 Six Forks Road, Suite 210, Raleigh, NC, 27615
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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 Activities
Brian is the treasurer for Beth Meyer Synagogue, a FINRA arbitrator, a partner in Lumpys Ice Cream, owns rental property, and owns a branch support company called Strategic Wealth Management. All of these activities take minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Strategic Wealth Management
Raymond James Financial Services
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Financial Network Investment CorporationBroker
State Registrations19 states
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