Dallas Nelson

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

• 07/2021 → 01/2022
  Florida Financial Advisors
  Tampa, FL
• 09/2019 → 03/2020
  Enterprise Rent-A-Car
  Tampa, FL
• 03/2020 → 06/2021
  Unemployed
  Tampa, FL
• 07/2019 → 11/2019
  Taps Burger Bar And Gastropub
  Tampa, FL
• 01/2018 → 07/2019
  900 Degrees Woodfire Pizza
  Wesley Chapel, FL
• 08/2016 → 12/2020
  University Of South Florida
  Tampa, FL
• 01/2022 → Present
  Raymond James Financial Services, Inc.
  St. Petersburg, FL

Previous Registrations

• 2021-07-08 → 2021-11-11
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-09-01
• S65 Uniform Investment Adviser Law Examination
  2021-06-25

Other Names

• Dallas Brandon Nelson