FB
FB

Francis Bryan

15 Years of Experience
Winston-Salem, NC
Broker

Francis Bryan is a registered investment advisor at Raymond James & Associates, INC., based in Winston-Salem, NC, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

100 North Main Street, Suite 2400, Winston-Salem, NC, 27101

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 10 mos
Previous Registrations
Deutsche Bank Securities INC.
August 2010 - September 2016 · 6 yrs 1 mo
Deutsche Bank Securities INC.Broker
June 2010 - September 2016 · 6 yrs 3 mos
State Registrations23 states
AZCACOCTDCDEFLGAMAMDMIMSNCNJNMNYOKPASCTNTXVAWA
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.
Francis Bryan - Financial Advisor | TrueAdvisor