Rose Lynn Perrilloux

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

• 04/2016 → 10/2024
  Raymond James And Associates
  New Orleans, LA
• 10/2022 → Present
  Coldwell Banker Tec Realtors
  New Orleans, LA
• 09/2018 → 03/2020
  Lyft
  New Orleans, LA
• 07/2023 → Present
  Ubereats
  New Orleans, LA
• 10/2024 → 05/2026
  Raymond James Financial Services, Inc
  New Orleans, LA
• 10/2024 → 05/2026
  Raymond James Financial Services Advisors, Inc
  New Orleans, LA
• 05/2026 → Present
  Raymond James & Associates, Inc
  New Orleans, LA

Previous Registrations

• 2024-11-06 → 2026-07-29
  Raymond James Financial Services Advisors, Inc
  New Orleans, LA
  Saint Petersburg, FL
  New Orleans, LA
  Saint Petersburg, FL
• 2016-04-28 → 2024-11-01
  Raymond James & Associates, Inc.
  New Orleans, LA
  St. Petersburg, FL
  New Orleans, LA
  New Orleans, LA
• 2015-01-28 → 2015-12-16
  Capital One Advisors, Llc
  Seattle, WA
• 2011-06-10 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY

Other Businesses

(1)Name of Business: airbnb Address: 2117 N. Claiborne Avenue, new orleans, LA, 70116, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the sole owner of my home. I have signed my home up for temporary use via the Airbnb site. (2)Name of Business: Le Chateau de Claiborne LLC Address: 2117 N. Claiborne Avenue, New Orleans, LA, 70116, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/03/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Opened this LLC for short term rental purposes. This is a personal rental property I own. (I opened a second LLC to distinguish between rental business and short term rental business.) Perrilloux Legacy Properties LLC has been opened for years-and used for rental tenants. (3)Name of Business: Perrilloux Legacy Properties LLC Address: 2117 N. Claiborne Avenue, new orleans, LA, 70116, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own 2 homes, one single family and one double. I have a tenant in 5305 St Anthony Ave New Orleans, LA 70122, and one in 2117 N. Claiborne Ave New Orleans, LA 70116. I opened the LLC to be able to receive the rent and pay expenses through the LLC. (4)Name of Business: UberEats Address: 2119 N. Claiborne Avenue, New Orleans, LA, 70116, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 07/23/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (Please note: I signed up to be an UberEats driver on July 23, 2023, however, I haven't engaged in any of this activity as of this date.)\n\nThe responsibilities will include picking up customer's food orders from various restaurants and dropping them off to their homes/place of business.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-23

Other Names

• Rose Lynn Perrilloux-Patel