RB
RB
Ramon Burrola
27 Years of Experience
Tucson, AZ
2 DisclosuresBroker
Ramon Burrola is a registered investment advisor at Raymond James & Associates, INC., based in Tucson, AZ, with 27 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
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Location
5285 East Williams Circle, Suite 5500, Tucson, AZ, 85711
Get directionsHistory
Regulatory History (2)
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Financial
December 2019Final
Customer Dispute
April 2008Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Morgan StanleyBroker
January 2011 - June 2019 · 8 yrs 5 mos
Morgan Stanley
January 2011 - June 2019 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - January 2011 · 6 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2001 - November 2003 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - January 2011 · 12 yrs 8 mos
State Registrations10 states
AZCACTDEFLNVORSDTXWA
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.