Brian A Karahalios

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

• 03/2011 → 08/2021
  Compass Bank
  Birmingham, AL
• 04/2011 → 08/2021
  Bbva Wealth Solutions Inc.
  Spring Hill, FL
• 05/2013 → 08/2021
  Bbva Securities Inc.
  Spring Hill, FL
• 08/2021 → 09/2023
  Pnc Investments
  Jacksonville, FL
• 09/2023 → Present
  Raymond James & Associates
  Miami, FL
• 06/2022 → Present
  Florida Premier Fc
  Brooksville, FL

Previous Registrations

• 2021-08-23 → 2023-10-02
  Pnc Wealth Management Llc
  Spring Hill, FL
  Spring Hill, FL
  Port Richey, FL
• 2011-05-31 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Spring Hill, FL
• 2010-07-28 → 2011-01-26
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 2008-01-01 → 2009-07-29
  Wells Fargo Clearing Services, Llc
  Spring Hill, FL
• 2007-10-30 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Spring Hill, FL
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2007-10-01