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Brian Massey

24 Years of Experience
Barboursville, WV
Broker

Brian Massey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Barboursville, WV, 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

5075 US Route 60, Barboursville, WV, 25504

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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

Brian is a board member and committee member for the Big Green Scholarship Foundation since 2011, and president of M & R Financial, Inc. He also owns rental real estate, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2011 - Present · 15 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2002 - March 2011 · 9 yrs 2 mos
State Registrations19 states
CACTFLGAKYMDMIMNNCNVOHPASCTNTXUTVAWAWV
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.