Bryce BaldwinCRD Number: 1172480
Current Firm: Raymond James Financial Services Advisors, Inc.
Bryce Baldwin (CRD# 1172480) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT and has over 36 years of experience in the finance industry.
Uma Financial Services Inc.
|Raymond James Financial Services Advisors, Inc.||Salt Lake City, UT||Jan 2009 - Current||8|
|Insurance - Non Variable||Salt Lake City, UT||Jul 2006 - Current||11|
|Real Estate||Salt Lake City, UT||Sep 2005 - Current||12|
|Raymond James Financial Services, Inc.||Salt Lake City, UT||Sep 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1981|
|S65||NASAA Investment Advisors Law Examination||Feb 1996|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops