Brian W. Kraus

Raymond James Financial/Clermont Financial Center

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $5,000

Minimum client income required: $5,000

Title: Investment Advisor Representative

Offering advice since: 1989

Areas of expertise:

  • Business planning
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Stocks and Bonds
  • Tax Planning

Further information about Brian W. Kraus:

Our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.

We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals.

Compensation and Fee Structures:

Maximum compensation is 1% or less for Mutual Fund "C" shares.

Licenses, Certifications & Affiliations:

Series 7, 63 and 66

Education:

University of Wisconsin

Will provide references upon request?

Yes


Further information about Raymond James Financial/Clermont Financial Center:

Raymond James Financial/Clermont Financial Center

(Size of firm: 0-9 advisors)

Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,000 financial advisors serving 1.8 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $173 billion, of which approximately $26 billion are managed by the firm's asset management subsidiaries.

In December 2008, Raymond James was listed for the seventh time as one of "The 400 Best Big Companies in America" by Forbes.com.


Contact Information for Brian W. Kraus

Phone: (352) 242-2232
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Fax: (352) 243-0981

Address for Brian W. Kraus:
1795 E. Highway 50
Suite A
Clermont, FL, 34711

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