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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2013-04-18 |
Branch Locations
11720 Amber Park Drive Suite 160, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Financial Team, Llc | Alpharetta | GA | 04/2012 | Present |
| Raymond James Financial Services | Alpharetta | GA | 10/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Alpharetta | GA | 04/2013 | Present |
(1)Name of Business: Creative Financial Team, LLC Address: 11720 Amber Park Drive Suite 160, Alpharetta, GA, 30009, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/09/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Operations support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-05 |
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