BC
BC

Brian Cole

23 Years of Experience
Fayetteville, AR
Broker

Brian Cole is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fayetteville, AR, with 23 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
Loading...

Location

3878 N. Crossover Road, Suite 8, Fayetteville, AR, 72703

Get directions

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.

Learn about disclosures →
Other Business Activities

Brian is a co-trustee for his parents' revocable trust, dedicating minimal time. He also works at Signature Bank of Arkansas as President of Signature Private Wealth Management and head of the Trust Department, and as a financial advisor for Signature Private Wealth Group and Signature Private Wealth Management, dedicating about half his time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
June 2006 - Present · 20 yrs 1 mo
Previous Registrations
Raymond James Financial Services
June 2006 - January 2009 · 2 yrs 7 mos
Arvest Asset Management
January 2004 - May 2006 · 2 yrs 4 mos
Arvest Asset ManagementBroker
March 2002 - May 2006 · 4 yrs 2 mos
State Registrations40 states
ALARAZCACODCDEFLGAIAILINKSKYLAMDMEMIMNMOMSMTNCNENHNMNVNYOHOKORSCSDTNTXUTVAVTWAWI
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.
Brian Cole - Financial Advisor | TrueAdvisor