Brett Thomas Biddinger

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

• 10/2017 → 04/2019
  Raymond James Financial Services, Inc.
  Ponca City, OK
• 05/2013 → 09/2017
  Marland Children'S Home
  Ponca City, OH
• 05/2017 → Present
  Raymond James Financial Services Advisors, Inc.
  Ponca City, OK
• 04/2019 → Present
  Raymond James Financial Services, Inc.
  Ponca City, OK

Other Businesses

(1)Name of Business: Harbor Wealth Management Address: 102 S 5th, Ponca City, OK, 74601, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Director of Client Relations. Financial Advisor. Scheduling meetings with clients for our Branch Manager. Research Information for Financial Advisor. Gather Marketing resources. Input data into the Goal Planning and Monitoring tool. Financial Advisor. Meet with Clients. Make recommendations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-16
• S63 Uniform Securities Agent State Law Examination
  2019-03-29