IO
CFP · ChFC
IO
CFP · ChFC

Ican Osinjolu

10 Years of Experience
Atlanta, GA
Broker

Ican Osinjolu is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 10 years of industry experience. Ican is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1000 Abernathy Road, NE, Building 400, Suite 1425, Atlanta, GA, 30328

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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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
November 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.Broker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
AXA Advisors, LLC
July 2019 - October 2019 · 3 mos
AXA Advisors, LLCBroker
July 2019 - October 2019 · 3 mos
Wells Fargo Clearing Services, LLC
August 2017 - July 2019 · 1 yr 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2017 - July 2019 · 2 yrs 6 mos
Metlife Investors Distribution CompanyBroker
September 2015 - January 2017 · 1 yr 4 mos
State Registrations18 states
ALAZCACTFLGAMAMDMINCNJNYPASCTNTXVAVirgin Islands
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.
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