Brandy Alexander Ariza
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Feb 2023 to now
- First Community Credit UnionFeb 2023 to now
- First Community Wealth AdvisorsFeb 2023 to now
- Raymond James Financial Services, Inc.Feb 2023 to now
- N/aApr 2023 to Jun 2023
- Centric Advisors, LLC (formerly Majors & Mondragon, LLC)Dec 2018 to Feb 2023
- Amegy BankFeb 2016 to Dec 2018
- Amegy Wealth AdvisorsFeb 2016 to Dec 2018
- LPLFeb 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4268340
- Firm CRD
- 149018