Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-23 |
Branch Locations
805 Sw Broadway Suite 2700, Portland, OR 97205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Portland | OR | 12/2005 | 05/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2020 | 10/2023 |
| Cetera Investment Advisers Llc | Portland | OR | 05/2020 | 10/2023 |
| Columbia Bank | Portland | OR | 05/2020 | 03/2023 |
| Columbia Bank | Portland | OR | 05/2000 | Present |
| Columbia Wealth Advisors | Portland | OR | 05/2000 | 02/2024 |
| Raymond James Financial Services Advisors, Inc. | Portland | OR | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Portland | OR | 10/2023 | Present |
| Umpqua Bank | Portland | OR | 10/2023 | 02/2024 |
(1)Name of Business: Columbia Wealth Advisors Address: 805 SW Broadway Ste 2700, Portland, OR, 97205-3366, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/23/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-04 |
Reach out to this advisor