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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-10-02 |
| LA | RA | APPROVED | 2010-09-08 |
Branch Locations
111 Veterans Boulevard Suite 1506, Metairie, LA 70005 • United States
Metairie, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance-Non Variable | Metairie | LA | 01/2011 | Present |
| Raymond James Financial Services, Inc | Metairie | LA | 09/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Metairie | LA | 09/2010 | Present |
| Financial Consulting Group | Metairie | LA | 02/2013 | Present |
| Financial Consulting Group Inc | Metairie | LA | 07/2021 | Present |
(1)Name of Business: Financial Consulting Group Inc Address: 111 Veterans Mem Blvd Ste 1506, Metairie, LA, 70005, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/20/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Consulting Group is our DBA Owner (2)Name of Business: NA Address: 111 Veteran Blvd # 1506 Metairie LA 70005, Metairie, LA, 70005, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/13/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-28 |
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