Unclaimed
Brian Layman is a financial advisor with over 25 years of experience in the industry. Brian has been with Raymond James Financial Services Advisors, Inc. since April 2022. Prior to that, Brian worked at Raymond James & Associates, Inc. Brian holds Series 7, 9, 10, 31, 63, and 65 licenses. Brian is registered to provide investment advice in 38 states and is also a licensed insurance agent. Brian offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Brian specializes in working with high-net-worth individuals, families, and businesses.
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
FL
04/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Daytona Beach FL)
FL
08/22/2005 - 04/21/2022
RAYMOND JAMES & ASSOCIATES, INC. (DAYTONA BEACH FL)
FL
10/03/2003 - 08/23/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/09/1996 - 10/14/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 01/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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