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Marcus Brannon

9 Years of Experience
St. Petersburg, FL
Broker

Marcus Brannon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 9 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.
July 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.
July 2022 - Present · 3 yrs 10 mos
Raymond James Financial Services, INC.
July 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2018 - May 2022 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2016 - May 2022 · 6 yrs 3 mos
State Registrations1 state
FL
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.
Marcus Brannon - Financial Advisor | TrueAdvisor