MB
MB

Mack Bryson

20 Years of Experience
Leesburg, GA
Broker

Mack Bryson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leesburg, GA, with 20 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

192 Oakland Pkwy, Ste B, Leesburg, GA, 31763

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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

Mack is the CEO of Bryson Wealth Strategies, where he is transitioning his advisory practice, spending about a quarter to half of his time, with more than full-time hours during trading hours. He also owns Southeastern Flyworks, LLC, dedicating about 10-20% of his time to it, with minimal time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 6 mos
Raymond James Financial Services Advisors, INC
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.Broker
February 2013 - April 2023 · 10 yrs 2 mos
Raymond James & Associates, INC.
February 2013 - April 2023 · 10 yrs 2 mos
Morgan Keegan & Company, INC.
December 2008 - February 2013 · 4 yrs 2 mos
Morgan Keegan & Company, INC.Broker
December 2008 - February 2013 · 4 yrs 2 mos
Hornor, Townsend & Kent, INC.
April 2007 - December 2008 · 1 yr 8 mos
Hornor, Townsend & Kent, INC.Broker
March 2007 - December 2008 · 1 yr 9 mos
UBS Financial Services INC.
August 2005 - February 2007 · 1 yr 6 mos
Morgan Stanley
August 2005 - August 2005 · 0 mos
UBS Financial Services INC.Broker
August 2005 - February 2007 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
June 2005 - August 2005 · 2 mos
State Registrations17 states
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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.