RA
ChFC
RA
ChFC

Rushton Allen

12 Years of Experience
Albany, GA
2 DisclosuresBroker

Rushton Allen is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Albany, GA, with 12 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

624 Pointe North Blvd., Albany, GA, 31721

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History

Regulatory History (2)
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Regulatory
May 2006
Final
Regulatory
September 2004
Final
Other Business Activities

Rushton serves as Treasurer for the Albany Symphony Association and is a Finance/Investment Committee Member at Porterfield Methodist Church. These activities involve minimal time and are related to oversight and committee participation, not direct investment advice or fund management.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 6 mos
Previous Registrations
Morgan Stanley
May 2017 - January 2024 · 6 yrs 8 mos
Morgan StanleyBroker
May 2017 - January 2024 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2013 - May 2017 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - May 2017 · 3 yrs 8 mos
State Registrations4 states
ALFLGANC
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.