Bruno Oca is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Antonio, TX. 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

3907 N Loop 1604 E San Antonio, TX, USA, 78247, San Antonio, TX, 78247

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History

Regulatory History (1)
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Criminal
April 2018
Final Disposition
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2025 - Present · 7 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.
Bruno Oca - Financial Advisor | TrueAdvisor