Richard Travis Detweiler

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

• 03/2014 → 06/2023
  Morgan Stanley
  Temple Terrace, FL
• 06/2023 → Present
  Raymond James Financial Services, Inc.
  Tampa, FL
• 06/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Tampa, FL
• 06/2023 → Present
  All Seasons Wealth
  Tampa, FL

Previous Registrations

• 2014-04-14 → 2023-07-03
  Morgan Stanley
  Tampa, FL
  South Jordan, UT
  Tampa, FL
  Tampa, FL
• 2013-01-03 → 2014-03-05
  Valic Financial Advisors, Inc.
  Venice, FL

Other Businesses

(1)Name of Business: All Seasons Wealth Address: 100 N Tampa St Ste 3750, Tampa, FL, 33602-5862, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/05/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 841+ Description of duties: All Seasons Wealth is the name of our company as an ICD for Raymond James

Exams

• S66 Uniform Combined State Law Examination
  2012-12-21

Other Names

• Travis Detweiler