BP
BP

Brandon Persia

11 Years of Experience
Greensboro, NC
Broker

Brandon Persia is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensboro, NC, 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

5574-B Garden Village Way, Suite 1, Greensboro, NC, 27410

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Brandon works as a bartender at Bravo Brio Restaurant Group and as a financial advisor for Starboard Wealth Advisors, dedicating a significant amount of time to the latter. He also serves as a successor trustee for his aunt's estate, requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2015 - Present · 11 yrs 3 mos
Raymond James Financial Services, INC.Broker
October 2014 - Present · 11 yrs 7 mos
State Registrations6 states
GAMANCNYPASC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brandon Persia - Financial Advisor | TrueAdvisor