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John Saunier

10 Years of Experience
Winchester, KY
Broker

John Saunier is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winchester, KY, 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 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

43 N. Maple Street, Winchester, KY, 40391

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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

John works at Central Bank & Trust selling and servicing investment clients since 2020, dedicating about 10-20% of his time. He also supports Central Investment Center Inc., with these activities concurrent with his Raymond James activities, also taking about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
October 2018 - Present · 7 yrs 11 mos
Previous Registrations
Edward Jones
August 2015 - October 2018 · 3 yrs 2 mos
Edward JonesBroker
August 2015 - October 2018 · 3 yrs 2 mos
State Registrations13 states
ALCOFLINKSKYMDMOOHPASCTXWV
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.