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Bridget Miyauchi

5 Years of Experience
Carefree, AZ
Broker

Bridget Miyauchi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carefree, AZ, with 5 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

36600 North Pima Road, Suite 104, Carefree, AZ, 85377

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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

Bridget works as a branch associate/employee for Capital Wealth Partners since September 2023, dedicating about a quarter of her time. She also works as a branch administrator/client services associate for Kendrick Wealth Management since November 2021, dedicating nearly full-time hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2025 - Present · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
November 2019 - February 2021 · 1 yr 3 mos
State Registrations1 state
AZ
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.