Claire E Bremner

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

• 01/2023 → Present
  Raymond James & Associates, Inc.
  Dallas, TX
• 06/2021 → 10/2022
  Equitable Advisors
  Dallas, TX
• 08/2018 → 05/2022
  University Of Arkansas - Full-Time Student
  Fayettville, AR
• 05/2017 → 07/2018
  Self-Employed
  The Woodlands, TX
• 10/2017 → 04/2018
  Define Body & Mind
  The Woodlands, TX
• 08/2015 → 05/2018
  Full-Time Student
  The Woodlands, TX
• 04/2024 → Present
  Dallas Pickleball Club
  Irving, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-28
• S63 Uniform Securities Agent State Law Examination
  2022-07-01

Other Names

• Claire Eleanor Chapman Bremner