Eric Isip Buan
Investment adviser representative at Raymond James Financial Services Advisors, Inc
9 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
9 years in the industry.
- Raymond James Financial Services Advisors, IncDec 2022 to now
- N/aSep 2022 to now
- Raymond James & AssociatesSep 2022 to now
- Raymond James Financial ServicesSep 2022 to now
- Self EmployedMar 2013 to now
- Robinhood Markets, IncJun 2022 to Sep 2022
- Robinhood Financial, LLCNov 2021 to Sep 2022
- The Vanguard Group, Inc.Aug 2020 to Oct 2021
- Starbucks Coffee Co.Oct 2019 to Mar 2020
- Bellagio Resort Inc (mgm Resorts Intl)Aug 2018 to Oct 2019
- Alaska AirlinesMar 2017 to Jun 2017
- World Financial GroupMay 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7286412
- Firm CRD
- 149018