BS
BS

Brian Scanlon

17 Years of Experience
Neptune Beach, FL
Broker

Brian Scanlon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Neptune Beach, FL, with 17 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

442 3rd Street, Neptune Beach, FL, 32266

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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

Brian is an associate/employee at Eleven Atlantic, a marketing DBA, and an independent contractor/captain for Jodie Lynn Charters since 2017, taking customers out fishing. He also provides consulting services to Power Play Offshore LLC, overseeing a captain of a private fishing boat.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2017 - Present · 9 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - June 2017 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - June 2017 · 5 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley & CO. Incorporated
October 2008 - June 2009 · 8 mos
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
State Registrations14 states
ALCACOCTFLGAINNCNJNVNYOHSCTN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Scanlon - Financial Advisor | TrueAdvisor