AB
CFP · ChFC
AB
CFP · ChFC

Albert Bryant

2 Years of Experience
Allen, TX
2 DisclosuresBroker

Albert Bryant is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Allen, TX, with 2 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

333 E. Bethany Drive, Suite I120, Allen, TX, 75002

Get directions

History

Regulatory History (2)
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Criminal
March 2006
Final Disposition
Criminal
July 2005
Final Disposition
Other Business Activities

Albert works for Dawson Private Wealth as an associate/employee providing financial advice. He also works as an independent contractor for First Choice Financial Planning, providing financial planning services for clients, taking about a quarter to half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2025 - Present · 6 mos
First Choice Financial Planning LLC
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
State Registrations1 state
TX
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.
Albert Bryant - Financial Advisor | TrueAdvisor