Andrea Lee Mcmurran

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

• 11/2003 → 12/2019
  Raymond James Financial Services
  Virginia Beach, VA
• 11/2003 → 12/2023
  Monaco Capital Management, Llc
  Virginia Beach, VA
• 09/2023 → 12/2023
  Elan Wealth Management
  Southern Shores, NC
• 03/2023 → 12/2023
  Freedom Street Partners
  Chesapeake, VA
• 02/2024 → Present
  Raymond James Financial Services, Inc.
  Suffolk, VA
• 02/2024 → Present
  Towne Bank
  Suffolk, VA
• 02/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Suffolk, VA

Previous Registrations

• 2009-02-09 → 2023-12-22
  Monaco Capital Management, Llc
  Virginia Beach, VA
  Portsmouth, VA
• 2003-04-02 → 2003-11-26
  Ubs Financial Services Inc.
  Virginia Beach, VA
• 2002-03-21 → 2002-08-21
  Ubs Financial Services Inc.
  Virginia Beach, VA

Other Businesses

(1) Name of Business: AMR Real Estate Properties LLC Address: 4000 Reese Drive S, Portsmouth, VA, 23703, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/31/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I have one real estate rental property. (2) Name of Business: Towne Bank Address: 5806 Harbour View Blvd Ste 202, Suffolk, VA, 23435-3496, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: My title is Vice President with Towne Bank. I work for the bank subsidiary, Towne Wealth Management. My responsibilities are that of Financial Advisor with Raymond James. (3) Name of Business: Towne Wealth Management Address: 5806 Harbour View Blvd Ste 202, Suffolk, VA, 23435-3496, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am an employee of Towne Wealth Management as Vice President. My responsibilities are that of Raymond James Financial Advisor. (4) Name of Business: William Collins Hilliard Memorial Fund Address: 402 Bobby Jones Drive, Portsmouth, VA, 23701, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 06/30/2026 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'm not sure "Advisory Board" is the right title but I suppose the most fitting. The William Collins Hilliard Memorial Fund has a small account with the Southeast VA Community Foundation. I have been asked to be 1 of 3 people who decides how to "spend" income generated on an annual or biannual basis. For example, in the past, a plaque has been purchased, a bench, a garden, etc. I would have no control of the bank account or investment account and no check writing authority.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-01
• S66 Uniform Combined State Law Examination
  2000-11-07

Designations

• Certified Financial Planner

Other Names

• Andrea Lee Dallavilla
• Andrea Lee Dallavilla
• Andrea Lee Mcmurran