RB
RB

Ryan Bass

10 Years of Experience
Vero Beach, FL
Broker

Ryan Bass is a registered investment advisor at Raymond James & Associates, INC., based in Vero Beach, FL, with 10 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

582 Beachland Blvd., Suite 200, Vero Beach, FL, 32963

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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

Ryan is an independent contractor for A Parent Media Co. Inc. and an owner of Avallon Assets LLC, dedicating minimal time to each. He also serves on the board of directors and finance committee for the Mental Health Association of Indian River County, spending a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2016 - Present · 10 yrs 2 mos
Raymond James & Associates, INC.Broker
October 2015 - Present · 10 yrs 7 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Ryan Bass - Financial Advisor | TrueAdvisor