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Brianna Beski

15 Years of Experience
Colorado Springs, CO
Broker

Brianna Beski is a registered investment advisor at Raymond James & Associates, INC., based in Colorado Springs, CO, 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
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Location

102 North Cascade Avenue, Suite 600, Colorado Springs, CO, 80903

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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

Brianna is the author of a coloring book since June 2025, dedicating minimal time to this activity. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
T. Rowe Price Associates, INC.
June 2020 - February 2023 · 2 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
June 2018 - February 2023 · 4 yrs 8 mos
Jackson National Life Distributors LLCBroker
August 2010 - April 2018 · 7 yrs 8 mos
State Registrations14 states
ALCACOKYMONCNJNMNVNYORSCUTWY
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.