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Dennis Bush

28 Years of Experience
Gig Harbor, WA
1 DisclosureBroker

Dennis Bush is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gig Harbor, WA, with 28 years of industry experience. Dennis 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7282 Stinson Avenue N.W., Suite A, Gig Harbor, WA, 98335

Get directions

History

Regulatory History (1)
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.
Customer Dispute
December 2018
Settled
Other Business Activities

Dennis is an officer (Treasurer, President, and CEO) and branch manager for Bush Polen & Associates. He spends minimal time per week as an owner of a support company and a few hours per week preparing tax returns for a fee.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2011 - Present · 15 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 1998 - Present · 28 yrs
Previous Registrations
Bush Polen & Associates INC
August 1999 - March 2011 · 11 yrs 7 mos
State Registrations22 states
AKAZCACOGAHIIDLAMDMNMOMTNCNMNVORPATXUTVAWAWI
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.
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