RB
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Rose Bryant

26 Years of Experience
Birmingham, MI
Broker

Rose Bryant is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, 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 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

325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs
Previous Registrations
Ameriprise Financial Services, LLCBroker
November 2023 - June 2024 · 7 mos
Ameriprise Financial Services, LLC
August 2023 - June 2024 · 10 mos
Comerica Securities
May 2004 - November 2023 · 19 yrs 6 mos
Comerica SecuritiesBroker
March 2000 - November 2023 · 23 yrs 8 mos
State Registrations12 states
ALAZCAFLMAMINCNMNVNYSCVA
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.
Rose Bryant - Financial Advisor | TrueAdvisor