Brian
Vance

Raymond James Financial Services Advisors, Inc

CRD#1283424
Investment Advisor
in Austin, TX
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About this Advisor

Brian Vance is a certified financial planner whose office is in Austin, Texas. Currently an advisor at Raymond James Financial Services Advisors, Inc, they have gathered an impressive 40 years of professional experience in the financial advisory industry. Vance holds a Series 63 license, designating them as a securities broker. Vance is able to advise clients in Texas. During their career, the advisor has held roles at Raymond James Financial Services, Inc, Wachovia Securities, LLC, Brian Vance LLC, Brian Vance Ii LLC and Travis County Emergency Service District #5. Raymond James Financial Services Advisors, Inc is located in Austin, Texas, and has 2,040 other offices in the country. As a company, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets throughout 280,698 client accounts and employs more than 5,600 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 151,196 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Raymond James Financial Services Advisors, Inc can offer 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. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

40 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

5000 Plaza On The Lake Suite 175
Austin, TX 78746

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

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

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX 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 Vance Work History

Brian has 40 years of experience.

2015 - 2016 (1 years)

Travis County Emergency Service District #5

2009 - Present (10 years)

Raymond James Financial Services, Inc

2009 - 2009 (0 years)

Wachovia Securities, LLC

2008 - 2008 (0 years)

Wachovia Securities, LLC

1978 - Present (41 years)

Brian Vance LLC , Brian Vance Ii LLC

Disclosures

Brian Vance has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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