Bradford Bennett Marcotte
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Raymond James & Associates, Inc.Apr 2019 to now
- EsisFeb 2019 to Apr 2019
- Panera BreadJan 2019 to Mar 2019
- Eagle's Nest Tree & LandscapeMay 2018 to Dec 2018
- Ohio Wesleyan UniversityAug 2017 to May 2018
- Eagle's Nest Tree & LandscapeMay 2017 to Aug 2017
- Ohio Wesleyan UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 7098200
- Firm CRD
- 705