Melissa Thammavongsa Keung

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

• 01/2020 → Present
  Raymond James
  St. Petersburg, FL
• 06/2019 → 12/2019
  University Of South Florida
  Tampa, FL
• 06/2017 → 06/2019
  University Of South Florida - World
  Tampa, FL
• 06/2015 → 06/2017
  University Of South Florida
  Tampa, FL

Other Businesses

aKDPhi Foundation Address: Riverview, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Officer - Treasurer Investment Related:Yes Start Date: 03/01/2021 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: Create financial reports for the foundation as well as oversee donor relations.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-10

Designations

• Certified Financial Planner

Other Names

• Melissa Thammavongsa
• Melissa Allison Thammavongsa