Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-14 |
| PA | RA | APPROVED | 2017-02-09 |
Branch Locations
3018 Pleasant Valley Blvd, Altoona, PA 16602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Altoona | PA | 04/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Altoona | PA | 02/2017 | Present |
| Fulton Bank | Altoona | PA | 01/2019 | Present |
(1)Name of Business: Fulton Financial Advisors Address: 3018 Pleasant Valley Blv, Altoona, PA, 16602, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/07/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
Reach out to this advisor