Bryan Scarratt
Bryan Scarratt is a registered investment advisor at Kovack Advisors, INC., based in Dothan, AL, with 17 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
111 Adris Place, Suite 11, Dothan, AL, 36303
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Regulatory History
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 ActivitiesSells Insurance
Bryan is an advisor partner at Alliance Wealth Advisors, spending about half his time there, and owner/director at Scarratt Wealth Management Partners, LLC, dedicating minimal time. He also works as an insurance agent selling term, UL, and WL insurance, and owns SWM Properties, LLC, both requiring minimal time, and leases property from PotlatchDeltic Forest Holdings, Inc., spending minimal time.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Securities America, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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.