Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-01 |
| TN | RA | APPROVED | 2017-10-12 |
Branch Locations
112 Westwood Place Suite 100, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Brentwood | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 11/2016 | 10/2017 |
| Raymond James Financial Services, Inc. | Brentwood | TN | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Brentwood | TN | 10/2017 | Present |
| William Hunter Wealth Group | Brentwood | TN | 10/2017 | Present |
(1)Name of Business: Hunter Rental Address: 2030 Daylily Drive, Franklin , TN, 37067, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/06/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage rental home (2)Name of Business: Rolling Hills Community Church Address: 1810 Columbia Ave, Franklin, TN, 37064, United States Activity Type: Religious Position/Title: Other Investment Related: No Start Date: 08/09/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member (3)Name of Business: Williams Hunter Wealth Group Address: 112 Westwood Place Suite 100, Brentwood, TN, 37027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/06/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor/Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-10 |
Reach out to this advisor