Brianna Christine Perry
Investment adviser representative at Raymond James & Associates, Inc.
15 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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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 feeCommissions
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
15 years in the industry.
- Raymond James & Associates, Inc.Mar 2024 to now
- Raymond James Financial Services AdvisorsJan 2022 to Mar 2024
- Raymond James Financial Services, Inc.Jan 2022 to Mar 2024
- Raymond James & AssociatesJan 2022 to May 2023
- UnemployedApr 2020 to Jan 2022
- Raymond James Financial Services, Inc.Mar 2019 to Apr 2020
- Raymond James & Associates, Inc.Feb 2011 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 5787683
- Firm CRD
- 705