Brian Sasaki- Scanlon
CRD Number: 5576697Current Firm: Raymond James Financial Services Advisors, Inc.
Brian Sasaki- Scanlon (CRD# 5576697) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Neptune Beach, FL and has over 15 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scanlon True Wealth | Neptune Beach, FL | Jun 2021 - Current | 2 |
| The Strategic Retirement | Neptune Beach, FL | Mar 2021 - Current | 3 |
| Scanlon True Wealth | Neptune Beach, FL | Jan 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Neptune Beach, FL | Jun 2017 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Neptune Beach, FL | Jun 2017 - Current | 6 |
| Wmm | Neptune Beach, FL | Jun 2017 - Current | 6 |
| Jodie Lynn Charters | St. Augustine, FL | Jan 2006 - Current | 18 |
| Bss Financial LLC | Neptune Beach, FL | Aug 2017 - Nov 2020 | 3 |
| Merrill Lynch, Pierce, Fenner And Smith Inc. | Jacksonville, FL | Feb 2012 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- FL
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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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