Erik A Selness

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

• 05/2015 → Present
  Raymond James Financial Services
  Atlanta, GA
• 10/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Atlanta, GA

Previous Registrations

• 2010-10-04 → 2015-05-04
  Wells Fargo Clearing Services, Llc
  Marietta, GA
• 2004-05-05 → 2004-10-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 2003-06-02 → 2004-02-27
  Morgan Stanley Dw Inc.
  Atlanta, GA

Other Businesses

(1) Name of Business: Dogwood Wealth Advisors Address: 1100 Peachtree St Ste 325, Atlanta, GA, 30309, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: First Presbyterian Church of Highlands Address: 471 Main Street, Highlands, NC, 28741, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/23/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist investment committee to manage church endowments, attend finance committee meetings

Exams

• S66 Uniform Combined State Law Examination
  2010-10-01

Designations

• Certified Financial Planner

Other Names

• Erik A Selness