BA
BA

Bryce Alley

8 Years of Experience
Winter Haven, FL
Broker

Bryce Alley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Haven, FL, with 8 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

373 E Central Avenue, Winter Haven, FL, 33880

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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

Bryce is a financial advisor for All Seasons Wealth, a part of Raymond James, since 2019. This takes about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2019 - Present · 6 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
April 2018 - September 2019 · 1 yr 5 mos
Raymond James & Associates, INC.Broker
April 2018 - September 2019 · 1 yr 5 mos
UBS Financial Services INC.
December 2017 - May 2018 · 5 mos
UBS Financial Services INC.Broker
August 2017 - May 2018 · 9 mos
State Registrations14 states
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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.