Alexander BryanCRD Number: 1037711
Current Firm: Raymond James & Associates, Inc.
Alexander Bryan (CRD# 1037711) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 35 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
People's Securities, Inc.
Lpl Financial LLC
|Raymond James & Associates||Barre, VT||May 2015 - Current||2|
|Ubs Financial Services Inc.||Burlington, VT||Feb 2007 - May 2015||8|
|Mcdonald Investments Inc.||Burlington, VT||Sep 2000 - Feb 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV