Frances Carter Povloski

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

• 08/2007 → Present
  Raymond James Financial Services, Inc
  Jacksonville Beach, FL
• 01/2003 → Present
  Health Insurance
  Jacksonville Beach, FL
• 10/2012 → Present
  Beachside Benefits
  Jacksonville Beach, FL
• 09/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Jacksonville Beach, FL
• 01/2003 → 06/2019
  Mary Carter Financial Services Inc.
  Jacksonville Beach, FL

Other Businesses

(1)Name of Business: MCFS and BB Inc DBA Beachside Wealth Partners Address: 131 2nd Ave N Ste 100, Jacksonville Beach, FL, 32250, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 02/05/2014 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Proprietor/Owner/Financial AdvisorBusiness cost and payroll is run through this company.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-19

Other Names

• Frances Marie Carter
• Frances Marie Povloski