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Joseph Bynum III

Advisor at Raymond James Financial

Updated today

Location

Oxford, AL 36203

Credentials

Series 63

Industry experience

33 years

About

Joseph Bynum III is a financial advisor with Raymond James Financial in Oxford, AL, holding a Series 63 designation and over 32 years of industry experience. He has been with Raymond James Financial Services since 2003 and Raymond James Financial since 2009. Outside of his advisory role, he is president of Wealth and Retirement Services Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides tailored financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

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

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

704 Hale St

Oxford, AL 36203

Most active in

Alabama

Work history

Paradise Isle Condo Association

2015 - 2017 (2 years)

Raymond James Financial

2009 - Present (17 years)

Raymond James financial Services

2003 - Present (23 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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Series 63

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Thomas McNaron III is a financial advisor at McNaron Group, Inc. in Anniston, Alabama, holding a Series 63 designation with 33 years of industry experience. He has been with McNaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and retirement plans, focusing on non-high-net-worth clients and smaller account relationships. The firm employs a long-term, value-oriented investment approach centered on fundamental analysis of common stocks, with an emphasis on limited trading and risk management through cash and fixed income holdings.

Active portfolio management
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Anniston, AL

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Active portfolio management
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Series 65

Oxford, AL

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Penny Mccall is a financial advisor at Advisory Services Network with a Series 65 credential and three years of industry experience. She also manages McCall Financial & Benefits Group LLC, where she has worked since 2019, and has prior experience as an independent insurance agent. In addition to her advisory roles, she conducts occasional workshops and training for federal employees on retirement benefits through Federal Employee Retirement Consultants. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Anniston, AL

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Brittany C

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Anniston, AL

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Tyler P

Series 66

Anniston,, AL

Raymond James & Associates

Tyler Pankey is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and in academic roles at Auburn University and Jacksonville State University. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it maintains capabilities in public finance and municipal work alongside its retail advisory services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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