Cambridge Investment Research Advisors
43yrs
Top advisor by experience in Greenwood
27yrs
Bryan Epperson
Full name on record: Bryan Christopher Epperson
Financial advisor at Raymond James & Associates
Bryan Epperson has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Greenwood, Indiana. After two years at J.J.B. Hilliard, W.L. Lyons and five years at Merrill, Bryan joined Raymond James & Associates in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James & Associates reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 125 advisors with offices in Greenwood, and one of 120 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 14% by experience in Greenwood
Office1530 American Way Suite 230, Greenwood, IN 46143
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowRaymond James & Associates, Inc.Current firm
- 2014 – 2016J.J.B. Hilliard, W.L. Lyons, LLCPreviously
- 2004 – 2009MerrillPreviously
Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryan
How do I contact Bryan?
Call Bryan’s local office at (317) 859-6126 or the Raymond James & Associates main office at (727) 567-1000, and ask for Bryan Epperson.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 1999, about 27 years. Top 14% by experience in Greenwood.
What licenses does Bryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Bryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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