Brett DeforeCRD Number: 1777059
Current Firm: Raymond James & Associates, Inc.
Brett Defore (CRD# 1777059) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Venice, FL and has over 29 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Raymond James & Associates, Inc.||Naples, FL||Feb 2015 - Current||2|
|Raymond James & Associates, Inc.||Franklin, TN||Feb 2013 - Apr 2016||3|
|Morgan Keegan & Company, Inc.||Franklin, TN||Aug 2008 - Feb 2013||4|
|Wachovia Securities LLC||Brentwood, TN||Jul 2003 - Aug 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 1995|
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)