Brian
Orol

Raymond James Financial Services Advisors, Inc

CRD#2568832
Investment Advisor
in Raleigh, NC
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About this Advisor

Brian Orol is a certified financial planner who works in Raleigh, North Carolina, who has 17 years in the industry. Orol is an employee of Raymond James Financial Services Advisors, Inc. Orol has gained experience at Guilford College, Raymond James Financial Services, Gmbnc, Inc, Nasd Arbitrator, Lumpy'S Ice Cream, Insurance, Strategic Financial Planning, Inc, Triangle Biz Brokers, Strategic Wealth Management and Body Mind And Soul Nutrition. Orol has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Raymond James Financial Services Advisors, Inc is a registered investment firm that has its headquarters in Raleigh, North Carolina. The company has offices in 2,040 locations and a total of 5,600 financial advisors. It has $81 billion in assets under management across its 280,698 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 100 charities and foundations. Of its 280,698 client accounts, just 7% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Raymond James Financial Services Advisors, Inc has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely vary depending on which services the firm provides the client. Fees charged by Raymond James Financial Services Advisors, Inc most likely are comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

8601 Six Forks Road Suite 210
Raleigh, NC 27615

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$81,238,550,335

NC Average: $1,855,561,029
Total Number of Employees

5,600

NC Average: 62
Total Number of Accounts

280,698

NC Average: 2,474
Average Account Size

$289,416

NC Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brian Orol Work History

Brian has 17 years of experience.

2014 - 2014 (0 years)

Kaplan Cfp Classes

2014 - Present (5 years)

Raymond James Financial Services Advisors Inc

2012 - Present (7 years)

Body Mind And Soul Nutrition

2008 - 2014 (6 years)

Strategic Wealth Management

2006 - Present (13 years)

Strategic Financial Planning, Inc

2006 - 2009 (3 years)

Triangle Biz Brokers

2004 - 2010 (6 years)

Gmbnc, Inc

2003 - Present (16 years)

Nasd Arbitrator

2003 - Present (16 years)

Lumpy'S Ice Cream

2003 - Present (16 years)

Insurance

2002 - Present (17 years)

Raymond James Financial Services

2001 - 2008 (7 years)

Guilford College

Disclosures

Brian Orol has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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