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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-04
  • TX RA
    APPROVED
    Since 2025-02-04

Branch Locations

6500 River Place Blvd Building 7 Suite 250, Austin, TX 78730 • United States

Magnolia, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney The Woodlands TX 06/2009 01/2025
Raymond James Financial Services, Inc. Austin TX 01/2025 Present
Raymond James Financial Services Advisors, Inc. Austin TX 01/2025 Present
Previous Registrations
  • 2009-06-01 → 2025-02-13
    Champaign, IL
    San Diego, CA
    The Woodlands, TX
    San Diego, CA
    The Woodlands, TX
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Champaign, IL
  • 2007-01-17 → 2007-04-02
    Morgan Stanley Dw Inc.
    Champaign, IL
    Champaign, IL
Other Businesses

(1)Name of Business: Address: Magnolia, TX, 77355, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I was gifted an essential oil business when a friend's mom passed. We were given her line of business. I do not solicit business, only receive pay from the people in her business when they buy products. I purchase and use oils from our business but again do not talk to people about joining our business. (2)Name of Business: Camden Property Investments LLC Address: Magnolia, TX, 77355, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 04/04/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband will be using funds from our joint account for various expenses involved with investing/flipping houses. I do not have any role in their company and will not be involved other than Brad using money from our joint account for occasional expenses. (3) The Coyle Group Not investment related Austin, TX DBA/Support Company Advisor 1/2025 0 hrs per month 0 hrs during trading hrs 2) Young Living Essential Oils Not investment related Independent Contractor Essential oils Online, UT 10/2016 0 hrs per month 4 hrs during trading hrs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-15
  • S66 Uniform Combined State Law Examination
    2007-01-15
Other Names
  • Lauri Lynn Dutour
  • Lauri Lynn Camden
  • Lauri Lynn Busse
  • Lauri Lynn Dutour
  • Lauri Lynn Camden
  • Lauri Lynn Camden

View on SEC IAPD

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