Beth Watts Dominguez

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 06/1999 → 09/2019
  Alfonso Dominguez Inc
  Summerfield, FL
• 03/2011 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Previous Registrations

• 2005-08-23 → 2010-03-02
  Holland Advisory Services, Inc.
  Ormond Beach, FL
  Belleview, FL
  Belleview, FL
• 2003-11-10 → 2005-06-29
  Invest Financial Corporation
  Belleview, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-05-05
• S65 Uniform Investment Adviser Law Examination
  2001-08-28

Designations

• Certified Financial Planner

Other Names

• Beth Anne Carson
• Beth Anne Watts