RB
RB

Ryan Barrett

24 Years of Experience
Rochester Hills, MI
Broker

Ryan Barrett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rochester Hills, MI, with 24 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

2526 S Rochester Road, Rochester Hills, MI, 48307

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ryan is a 50% owner and partner in B&T Wealth Management LLC, which handles overhead for his Raymond James practice, dedicating a few hours per week. He also co-owns R&R Investment Holdings LLC, a real estate company that owns the building where his practice operates, and RPB Financial Management, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2011 - Present · 15 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
September 2010 - February 2011 · 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - February 2011 · 3 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
April 2004 - January 2008 · 3 yrs 9 mos
Edward JonesBroker
July 2001 - April 2004 · 2 yrs 9 mos
State Registrations16 states
AZCACOFLGAHIINMDMINCNJOHSCUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.