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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-16
VA RA APPROVED 2017-02-08
  • TX RA
    APPROVED_RES
    Since 2023-10-16
  • VA RA
    APPROVED
    Since 2017-02-08

Branch Locations

751 Thimble Shoal Boulevard Suite L, Newport News, VA 23606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Newport News VA 08/2016 Present
Total Wine Newport News VA 09/2007 06/2018
Raymond James Financial Services Advisors Inc. Newport News VA 02/2017 Present
Holden Global Financial Consulting Newport News VA 06/2009 Present
  • 08/2016 → Present
    Raymond James Financial Services, Inc.
    Newport News, VA
  • 09/2007 → 06/2018
    Total Wine
    Newport News, VA
  • 02/2017 → Present
    Newport News, VA
  • 06/2009 → Present
    Holden Global Financial Consulting
    Newport News, VA
Other Businesses

(1) Name of Business: Holden Global Financial Consulting Address: 751 Thimble Shoals Blvd Ste L, Newport News, VA, 23606, United States Activity Type: Support Company - Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 06/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner FA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-29
  • S66 Uniform Combined State Law Examination
    2016-12-29
Other Names
  • Angela Renee Holden
  • Angela Renee' Fletcher
  • Angela Renee Fletcher

View on SEC IAPD

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