Carmen Marie North

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

• 11/2011 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 03/2012 → 01/2021
  Bank Of America, N.A.
  Jacksonville, FL
• 01/2021 → Present
  Raymond James & Associates
  Fernandina Beach, FL

Previous Registrations

• 2011-11-21 → 2021-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Fernandina Beach, FL
  Ponte Vedra Beach, FL
• 2009-06-01 → 2011-11-18
  Morgan Stanley
  Jacksonville, FL
• 2008-11-24 → 2009-06-01
  Morgan Stanley & Co. Llc
  Jacksonville, FL

Other Businesses

I*1897 For profit or not for profit: Governmental or Public Purpose Entity Name of outside business organization: Nassau County Board of Economic Development Investment related: N Address of business: Yulee, Florida 32097 Nature of business: Economic and Community Development in Nassau Count, Position, title, association: Board Member, Start date of relationship: 9/29/2016 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Donor Development

Exams

• S66 Uniform Combined State Law Examination
  2008-11-18
• S63 Uniform Securities Agent State Law Examination
  2008-05-25

Other Names

• Carmen Marie Miskowiec