Brad Coleman Melvin
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 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
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2024 to now
- Pinnacle Bank/pinnacle Financial PartnersMay 2024 to now
- Raymond James Financial Services, Inc.May 2024 to now
- Conch House Marina ResortApr 2020 to now
- Truist Advisory Services, Inc.Mar 2021 to May 2024
- Truist Investment Services, Inc.Feb 2021 to May 2024
- Bb&t SecuritiesOct 2018 to Feb 2021
- St Augustine Seafood CompanyDec 2017 to Mar 2020
- Bbva Securities IncSep 2017 to Oct 2017
- Compass BankSep 2017 to Oct 2017
- Fidelity Brokerage Services LLCSep 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
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
- 6558268
- Firm CRD
- 149018