Joseph Porter Bynum

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2003 → Present
  Raymond James Financial Services
  Oxford, AL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Oxford, AL
• 01/2015 → 10/2017
  Paradise Isle Condo Association
  Oxford, AL

Other Businesses

(1)Name of Business: Joe Bynum Investment Services, Inc. Address: 501 Quintard Ave Ste 17 Anniston AL 36201, Anniston, AL, 36201, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/20/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth & Retirement Services, Inc. (2)Name of Business: Wealth and Retirement Services Inc Address: 704 Hale Street, Oxford, AL, 36203, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/03/2003 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-02-26

Other Names

• Joe Bynum
• Joseph Bynum