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Frederick Alan Bush

Advisor at Raymond James Financial — Florence, AL 213 North Court Street

Updated today

Credentials

Series 63

Experience

28 years

Location

Florence, AL 35630

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,497

Across 2,989 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Frederick Bush is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Advisors for 10 years. Outside of his advisory role, he serves as treasurer and budgeting committee member at First Baptist Church in Athens, AL, and leads FAB Financial Services as its president. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

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

Other

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.

Location

See office

Florence, AL 213 North Court Street

213 North Court Street

Florence AL 35630

Advisors at this office

1

Most active in

Alabama

Work history

28 years of industry experience

First Baptist Church

2020 - 2020 • 1 year

Athens, AL

RAYMOND James FINANCIAL SERVICES ADVISORS, INC.

2019 - Present • 7 years

Florence, AL

Raymond James Financial Services, inc.

2019 - Present • 7 years

Florence, AL

WELLS FARGO Advisors

2009 - 2019 • 10 years

Florence, AL

Wells Fargo Clearing

2008 - 2019 • 11 years

Florence, AL

A. G. Edwards & Sons, Inc.

2005 - 2008 • 3 years

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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Jacob A

Series 63, Series 65

Florence, AL

Axient Investment Advisors LLc

Jacob Adams is a financial advisor at Axient Investment Advisors LLC with Series 63 and Series 65 licenses and three years of industry experience. He has held prior roles at StoneX Securities Inc, Cambridge Investment Research Advisors, and Lighthouse Financial Advisors, among others. Outside of his primary position, Adams also serves as a financial advisor at Eagle Creek Wealth Management. Axient Investment Advisors LLC provides discretionary investment management, financial planning, and ERISA consulting services to retirement plans, trusts, corporations, and charitable organizations. The firm manages approximately $454 million in discretionary assets and offers various investment delivery models, including proprietary portfolios and third-party managers, with client assets custodied at Pershing LLC.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
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Allen W

Series 66

Florence, AL

Axient Investment Advisors LLc

Allen Wall is a financial advisor with Axient Investment Advisors LLC, holding a Series 66 credential and bringing 22 years of industry experience. His prior work includes roles at Stonex Advisors Inc., StoneX Securities Inc., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory role, Wall serves on the finance committee board for First United Methodist Church in Florence, AL, where he reviews the church’s budget and financials. Axient Investment Advisors provides discretionary investment management, financial planning, ERISA consulting, and advisor-led consulting to retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple portfolio management models and emphasizes both tactical and strategic allocation approaches.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar

James B

Series 65, Series 66

Florence, AL

AlphaStar Capital Management

James Boggus is a financial advisor at AlphaStar Capital Management with 8 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Equitable Advisors. Outside of his advisory role, he is involved with United Benefits Insurance. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and advisor-directed strategies incorporating strategic and tactical approaches across various asset classes.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
user avatar

Jordan H

Series 65

Florence, AL

AlphaStar Capital Management

Jordan Hunter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in both investment advisory and insurance roles, including as a Benefits & Retirement Specialist at United Benefits Insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Brantley C

Series 65

Florence, AL

AlphaStar Capital Management

Brantley Claunch is a financial advisor with AlphaStar Capital Management in Florence, AL, holding a Series 65 designation and two years of industry experience. His career includes roles at United Benefits Insurance and Bank Independent. Outside his advisory work, he is involved in non-investment ventures, including ownership interests in small businesses that operate vending machines and renovate properties. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies incorporating strategic and tactical approaches across various asset types, and supports ERISA-related plan services.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
user avatar

Jennifer M

Series 65

Florence, AL

Empower Advisory Group

Jennifer Mc Means is a Series 65 licensed financial advisor at Empower Advisory Group with over 11 years of industry experience, including seven years at Fish and Associates before joining Empower in 2022. She is based in Florence, Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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