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Brian Wayne Salters

Advisor at Raymond James & Associates — Worthington, KY

Updated today

Credentials

Series 66

Experience

14 years

Location

Worthington, KY

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,796

Across 937 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Brian Salters is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 14 years of industry experience and is based in Worthington, KY. Outside of his advisory role, Salters owns Salty's BBQ and Catering, a smoking and grilling business for events. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, supported by comprehensive research and multiple portfolio management styles.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Worthington, KY

Worthington KY

Advisors at this office

1

Most active in

Kentucky · West Virginia

Work history

14 years of industry experience

Raymond James Financial Services Advisors

2024 - Present • 2 years

Worthington, KY

Raymond James Financial Services

2024 - Present • 2 years

Worthington, KY

Raymond James & Associates

2013 - Present • 13 years

Worthington, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William H

CFP®, Series 63

Ironton, OH

Creative Financial Solutions, LLC

William Hensley is a CFP® with 30 years of industry experience and is a financial advisor at Creative Financial Solutions, LLC. He has worked with Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. since 2014. Hensley serves as a board member of Young Life Huntington and is involved with the Rotary Club of Barboursville, WV, where he has held the position of past president. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm focuses on planning and fee-for-service models and utilizes third-party custodians and research to support investment recommendations.

General retirement planning Income planning General tax planning Life insurance needs analysis
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Leif C

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 30 years of experience in the financial industry. He holds Series 63 and Series 65 credentials and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and investment professional for Ramey Estep Homes, Inc., a nonprofit organization serving troubled youth. Leif Clarke Wealth Management provides investment management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax situation.

Options & derivatives strategies Annuities Real estate investing
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Anthony P

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Anthony Park is an advisor at Leif Clarke Wealth Management, Inc. with Series 63 and Series 65 credentials. He has worked in financial services roles at firms including Baird and Kentucky Farmers Bank, and has experience in health department administration. Leif Clarke Wealth Management provides investment management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax considerations.

Options & derivatives strategies Annuities Real estate investing
user avatar

Chandis F

Series 63, Series 65

Russell, KY

International Assets Investment Management, LLC

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christopher H

Series 63, Series 65

Flatwoods, KY

Sequent Planning, Llc

Christopher Hamm is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including 19 years at Western & Southern Financial Group and roles at Insurance and Beyond of Kentucky, LLC, where he is also an owner. In addition to his advisory work, he owns The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of approximately 97 advisors utilizing a structured risk framework and diversified investment approaches.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Robert B

Series 66

Ceredo, WV

United Brokerage Services, INC

Robert Brewster II is a financial advisor at United Brokerage Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Tax-loss harvesting Wealth management
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