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Credentials
Series 63, Series 65
Experience Industry experience
32 years
Location
Brewton, AL 36426
Raymond James Financial
Institution
Brent Althauser is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1997 and with Raymond James Financial since 2010. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools such as deterministic and probability modeling and supports its advisory network with municipal advisory services and specialized retirement plan consulting.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Brewton, AL
904 Douglas Avenue
Brewton AL 36426
Advisors at this office
1
Alabama
32 years of industry experience
Raymond James Financial
2010 - Present • 16 years
Brewton, AL
Raymond James Financial Services, Inc.
1997 - Present • 29 years
Brewton, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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