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Brandyn Miles

4 Years of Experience
Wilmington, NC
Broker

Brandyn Miles is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, NC, with 4 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

5815 Oleander Dr, Ste 320, Wilmington, NC, 28403

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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

Brandyn works as an associate/employee for Sound Harbor Wealth Partners, assisting the head advisor with clients and office duties. This takes about 10-20% of his time, primarily during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Equitable Advisors, LLCBroker
September 2021 - March 2022 · 6 mos
State Registrations1 state
NC
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.