Bruce Valliant, financial advisor Chestertown MD

Bruce Valliant

CRD Number: 4026211
Current Firm: Raymond James Financial Services Advisors, Inc.

Bruce Valliant (CRD# 4026211) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chestertown, MD and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Soque Properties LLC Chestertown, MD Feb 2009 - Current 15
Raymond James Financial Services Advisors, Inc. Chestertown, MD Jan 2009 - Current 15
Raymond James Financial Services, Inc. Chestertown, MD Sep 1999 - Current 24
Valliant And Associates Chestertown, MD Jun 1997 - Current 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2000
Contact Info for Bruce J. Valliant
Phone Number: 727-567-3020
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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