BS
CFP
BS
CFP

Branden Sears

11 Years of Experience
Land O'Lakes, FL
Broker

Branden Sears is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Land O'Lakes, FL, with 11 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

20635 Amberfield Drive, Suite 102, Land O'Lakes, FL, 34638

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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

Branden works as a financial advisor and portfolio technician at Independent Financial Services. This takes about half of his time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2014 - Present · 11 yrs 10 mos
Raymond James Financial Services, INC.Broker
April 2014 - Present · 12 yrs 1 mo
State Registrations3 states
FLILNM
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.
Branden Sears - Financial Advisor | TrueAdvisor