Babubhai Kanchanlal Doshi

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

• 04/2015 → Present
  Raymond James Financial Services, Inc.
  Lutz, FL
• 04/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Lutz, FL

Previous Registrations

• 2002-02-25 → 2015-04-17
  Lpl Financial Llc
  Lutz, FL

Other Businesses

(1)Name of Business: Doshi Financial llc Address: 18940 N Dale Mabry Hwy Ste 102, Lutz, FL, 33548, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/20/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager (2)Name of Business: doshi properties llc Address: 17310 san aringo pl, lutz, FL, 33548, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/19/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: rented unit no 101one big bulding suit 101 and suit 102101 ie rentedt

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-08-08

Other Names

• Dinesh Doshi