Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan William Bynum is a financial advisor with over 30 years of experience in the financial services industry. Currently registered as a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc., Alan has been with the firm since January 1999. Prior to joining Raymond James, Alan worked for a number of other firms, including Robert Thomas Securities, Inc., FSC Securities Corporation, Britson Investments, Inc. and Thomas F. White & Co., Incorporated. Alan holds Series 7, Series 63 and SIE licenses. He specializes in providing financial advice to individuals, families, and businesses. Alan's primary focus is on helping clients develop and implement personalized financial plans to meet their individual needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/12/2010 - Present
Raymond James Financial Services Advisors, Inc. (LAFAYETTE CA)
FL
07/15/1992 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
GA
02/07/1992 - 04/21/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
03/20/1991 - 02/07/1992
BRITSON INVESTMENTS, INC.
CA
01/16/1990 - 03/11/1991
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
NA
01/24/1989 - 01/10/1990
BRITSON INVESTMENTS, INC.
BC
Issued 08/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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