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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2024-03-28 |
Branch Locations
21 Platform Way South Suite 2500, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Nashville | TN | 02/2015 | 03/2024 |
| Raymond James Financial Services, Inc. | Nashivlle | TN | 03/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Nashivlle | TN | 03/2024 | Present |
| Pinnacle Bank/Pinnacle Financial Partners | Nashivlle | TN | 03/2024 | Present |
| Pinnacle Asset Management | Nashivlle | TN | 03/2024 | Present |
(1) Name of Business: Pinnacle Asset Management Address: 21 Platform Way S Ste 2500, Nashville, TN, Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/28/2024Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisors - work with clients' financial planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-06 |
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