Loretta Petersen Strong

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

• 12/2010 → Present
  Raymond James Financial Services,Inc
  San Francisco, CA
• 03/2011 → Present
  Raymond James Financial Services Advisors, Inc.
  San Francisco, CA
• 01/2014 → 07/2017
  Financial Partners Wealth Strategies
  Healdsburg, CA
• 05/2013 → 12/2017
  Strong Financial Strategies
  San Francisco, CA
• 11/2019 → Present
  Elevon Wealth Mgt
  Healdsburg, CA

Previous Registrations

• 2007-02-12 → 2010-11-29
  Edward Jones
  Healdsburg, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-02-07
• S63 Uniform Securities Agent State Law Examination
  1996-07-31