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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2009-09-21 |
Branch Locations
1196 Poplar View Lane S. Suite 2, Collierville, TN 38017 • United States
Mason, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Collierville | TN | 09/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Collierville | TN | 09/2009 | Present |
| David Lofton | Collierville | TN | 07/2019 | Present |
(1)Name of Business: Address: 1668 HWY 70 E, Mason, TN, 38049, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/07/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Mow Grass
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-29 |
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