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Brianna West

6 Years of Experience
Pikeville, KY
Broker

Brianna West is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pikeville, KY, with 6 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

3822 N. Mayo Trail, Pikeville, KY, 41501

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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

Brianna is the owner of WestRock Investments LLC, which was created to potentially buy and flip or rent real estate, though no properties have been purchased yet; this takes minimal time. She also works full-time as an associate/employee at Raymond James Legacy Financial.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2019 - Present · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - October 2019 · 6 mos
State Registrations3 states
INKYWV
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.