Bryan Oglesby (CRD# 5295978) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Zebulon, GA and has over 16 years of experience in the finance industry.
CRD# 5947069
Edward Jones
CRD# 4148297
Edward Jones
CRD# 6368086
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Intelligence, LLC | Zebulon, GA | Oct 2018 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Zebulon, GA | Sep 2018 - Current | 5 |
| Raymond James Financial Services, Inc. | Zebulon, GA | Sep 2018 - Current | 5 |
| Raymond James & Associates, Inc. | Griffin, GA | Feb 2013 - Sep 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- GA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, WY
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