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Brian Winger

13 Years of Experience
Saint Johns, FL
Broker

Brian Winger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Johns, FL, with 13 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

Saint Johns, FL

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2018 - Present · 7 yrs 8 mos
Raymond James Financial Services, INC.
September 2018 - Present · 7 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2018 - August 2018 · 2 mos
Raymond James Financial Services, INC.Broker
April 2018 - August 2018 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2012 - October 2017 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2012 - October 2017 · 5 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.