RB
RB

Rebecca Byron

19 Years of Experience
Melbourne, FL
Broker

Rebecca Byron is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Melbourne, FL, with 19 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

1160 Broadband Drive, Suite 1F, Melbourne, FL, 32901

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2017 - Present · 8 yrs 9 mos
Raymond James Financial Services, INC.Broker
December 2017 - Present · 8 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
March 2009 - December 2017 · 8 yrs 9 mos
Raymond James & Associates, INC.Broker
March 2009 - December 2017 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2006 - March 2009 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - March 2009 · 2 yrs 9 mos
State Registrations1 state
FL
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.