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Everett Terrell Anderson

Raymond James & Associates, Inc.

Chapel Hill, NC

CRD 5249960

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-09-19
NC RA APPROVED 2009-04-27
  • TX RA
    APPROVED_RES
    Since 2018-09-19
  • NC RA
    APPROVED
    Since 2009-04-27

Branch Locations

101 Glen Lennox Dr Suite 260, Chapel Hill, NC 27517 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Durham NC 10/2008 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-24
S63 Uniform Securities Agent State Law Examination 2009-03-25
  • S65 Uniform Investment Adviser Law Examination
    2009-04-24
  • S63 Uniform Securities Agent State Law Examination
    2009-03-25

View on SEC IAPD

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