Amber Latiolais Palumbo

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 03/2009 → 02/2023
  Raymond James Financial Services, Inc
  Lafayette, LA
• 04/2009 → 02/2023
  Raymond James Financial Services Advisors Inc.
  Lafayette, LA
• 03/2009 → 02/2023
  Investment Partners Of Acadiana
  Lafayette, LA
• 02/2023 → Present
  Raymond James & Associates, Inc
  New Iberia, LA
• 01/2024 → Present
  Raymond James Financial Services
  Lafayette, LA

Previous Registrations

• 2009-04-16 → 2023-02-07
  Raymond James Financial Services Advisors, Inc
  Lafayette, LA
  Lafayete, LA
  Lafayette, LA
• 2007-07-23 → 2009-02-17
  Morgan Keegan & Company, Llc
  Lafayette, LA

Other Businesses

(1)Name of Business: Quality Management and Consulting Address: 1503 Sam Snead Rd, New Iberia, LA, 70563, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/16/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Consulting business run by my husband. I am on the LLC as spousal owner.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-06-19

Other Names

• Amber Nicole Latiolais
• Amber L Palumbo
• Amber Latiolais Palumbo
• Amber Latiolais Palumbo