Andrew Shepard Rivenbark

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 09/2008 → Present
  Raymond James Financial Services, Inc
  Suffolk, VA
• 02/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Suffolk, VA
• 06/2008 → Present
  Townebank
  Suffolk, VA

Other Businesses

(1)Name of Business: New Creation United Methodist Church Address: 4320 Bruce Road, Chesapeake, VA, 23321, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/01/2024 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 will meet monthly with Church elders to review the budget and assist in making financial decisions. (2)Name of Business: St. Mary's Home Address: 6171 Kempsville Cir, Norfolk, VA, 23502, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 03/12/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be the Secretary/ Treasurer position. This will NOT have any financial authority with check writing/account services. (3)Name of Business: Towne Wealth Management Address: 5806 Harbour View Blvd, Suffolk, VA, 23435, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/14/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Support Co/DBA name

Exams

• S66 Uniform Combined State Law Examination
  2009-02-06

Other Names

• Andy Rivenbark