Alyssa Mccandless

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

• 05/2016 → Present
  Frist Hawaiian Bank
  Honolulu, HI
• 11/2020 → Present
  Raymond James Financial Services, Inc.
  Honolulu, HI
• 04/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Honolulu, HI

Other Businesses

(1)Name of Business: First Hawaiian Advisors Address: 2411 S. King Street, Honolulu, HI, 96826, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/24/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Administrative support and account servicing to private wealth management clients. (2)Name of Business: First Hawaiian Bank Address: 2411 S. King Street, Honolulu, HI, 96826, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/24/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Administrative support and account servicing to private wealth management clients.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-02