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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2014-10-23 |
| TX | RA | APPROVED | 2013-09-19 |
| MS | RA | APPROVED | 2013-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Magee | MS | 01/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Magee | MS | 03/2013 | Present |
| Priorityone Bank | Magee | MS | 12/2012 | Present |
(1)Name of Business: Mississippi Bankers Association Address: 220 Main Ave N, Magee, MS, 39111-3536, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: Yes Start Date: 08/07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory committee for state Bankers Association that advises on wealth management and trust issues (2)Name of Business: PriorityOne Bank Address: 220 Main Ave N, Magee, MS, 39111, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/26/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide customers financial services through Raymond James Financial Services (3)Name of Business: PSCMS LLC Address: 423 Main Avenue South, Magee, MS, 39111, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2016 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide administrative and supervisory support
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-15 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-19 |
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