Dwayne Mccord Deatherage

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

• 05/2014 → 11/2017
  Lpl Financial Llc
  Charlotte, NC
• 05/2014 → 11/2017
  Bank Of North Carolina
  Charlotte, NC
• 11/2017 → Present
  Raymond James Financial Services, Inc.
  Charlotte, NC
• 11/2017 → Present
  Pinnacle Bank
  Charlotte, NC
• 11/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Charlotte, NC
• 08/2018 → Present
  Pinnacle Financial Partners
  Charlotte, NC

Previous Registrations

• 2014-05-05 → 2017-11-13
  Lpl Financial Llc
  Charlotte, NC
  Harrisburg, NC
  Concord, NC
  Charlotte, NC
  Greenville, SC
  Greenville, SC
  Charlotte, NC
• 2013-04-16 → 2014-05-06
  Raymond James Financial Services Advisors, Inc
  Gastonia, NC
• 2006-01-11 → 2013-04-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Charlotte, NC

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 15025 Ballancroft Pkwy, Charlotte, NC, 28173, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-18
• S63 Uniform Securities Agent State Law Examination
  1997-07-02

Other Names

• Dwayne Mccord Deatherage