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Bryan Merrick

19 Years of Experience
McKenzie, TN
Broker

Bryan Merrick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in McKenzie, TN, 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

1966 Cedar Street, McKenzie, TN, 38201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bryan is a Vice President at Carroll Bank & Trust, offering financial planning assistance to customers, and an associate at CB&T Financial, offering financial advice. He also acts as an independent contractor for McKenzie Medical Center, guiding business management decisions, and owns rental real estate through MMT Properties, LLC and MRH Holdings, dedicating minimal time to these ventures.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2007 - Present · 19 yrs 3 mos
Previous Registrations
Raymond James Financial Services
March 2007 - January 2009 · 1 yr 10 mos
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.