Albert Bryant
Albert Bryant is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Allen, TX, with 3 years of industry experience. Albert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
333 E. Bethany Drive, Suite I120, Allen, TX, 75002
Get directionsHistory
Regulatory History (2)
Criminal
March 2006Criminal
July 2005Other 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
First Choice Financial Planning LLC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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
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