Bruce Valliant
Bruce Valliant is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chestertown, MD, 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
Firm Size
IM Fee
Assets Under Management
Location
336 Cannon St., Chestertown, MD, 21620
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce is a member of Soque Properties, LLC (rental real estate), owner of Valliant & Associates LLC (support company), and a partner in Valliant Shellfish and Seafood, LLC (agriculture/farming). He spends minimal time on the first two and a few hours per week managing the shellfish and seafood business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations17 states
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