Brian Adamson
Brian Adamson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 9 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
Firm Size
IM Fee
Assets Under Management
Location
3801 Avalon Park East Blvd, Suite 350B, Orlando, FL, 32828
Get directionsHistory
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 Activities
Brian is an officer and president of Sullivan Adamson Financial LLC, an independent Raymond James branch. He spends a few hours per week on operational duties such as payroll and paying operating expenses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Wachovia Securities, LLCBroker
Edward JonesBroker
State Registrations20 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.