BM
CFP
BM
CFP

Bijan Mohseni

26 Years of Experience
Tampa, FL
Broker

Bijan Mohseni is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 26 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

5383 Primrose Lake Circle, Tampa, FL, 33647

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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.

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Other Business Activities

Bijan owns Byssco LLC, a rental real estate business, and Investpro Wealth Strategies, LLC, a support company. He dedicates minimal time to each of these businesses.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2015 - Present · 10 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
AXA Advisors, LLC
June 1999 - August 2015 · 16 yrs 2 mos
AXA Advisors, LLCBroker
June 1999 - August 2015 · 16 yrs 2 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1999 - January 2000 · 7 mos
State Registrations19 states
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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.