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Frederick Bush

Advisor at Raymond James Financial

Updated today

Location

Florence, AL 35630

Credentials

Series 63

Industry experience

27 years

About

Frederick Bush is a financial advisor with Raymond James Financial Services Advisors, Inc. in Florence, Alabama, holding a Series 63 designation and 27 years of industry experience. Prior to joining Raymond James in 2019, he worked for Wells Fargo Advisors for ten years. He serves as Treasurer and a member of the budget and finance committee at First Baptist Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and institutional services, emphasizing tailored financial plans and client-directed implementation.

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

213 North Court Street

Florence, AL 35630

Most active in

Alabama

Work history

First Baptist Church

2020 - 2020 (1 year)

Raymond James Financial Services Advisors, Inc.

2019 - Present (7 years)

Raymond James Financial Services, Inc.

2019 - Present (7 years)

Wells Fargo Advisors

2009 - 2019 (10 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

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Florence, AL

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James B

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Florence, AL

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

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Florence, AL

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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

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Terry H

ChFC®, Series 63

Florence, AL

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Terry Hood Sr. is a financial advisor with Eagle Strategies (NY Life) based in Florence, AL, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He has been with Eagle Strategies since 2008 and operates Terry Hood Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, he serves as a pastor-minister at Family Life Church. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, offering a range of programs and collaborating with affiliated insurance and broker-dealer entities as part of the New York Life group.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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