Christy Royal Milligan

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

• 12/2018 → Present
  Raymond James Financial Services, Inc.
  Lake City, FL
• 01/2007 → 12/2018
  Self-Employed
  Lake City, FL
• 11/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Lake City, FL
• 12/2018 → 05/2024
  Odom Moses And Company, Llp
  Lake City, FL

Other Businesses

(1)Name of Business: Moses Wealth Advisors, LLC Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is an LLC under which we provide financial services and is the DBA for our branch. (2)Name of Business: Odom, Moses & Company, LLP Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/17/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I do not have any responsibilities with the CPA practice of Odom, Moses & Company. I am compensated by OMC for my services to Raymond James branch.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-28

Other Names

• Christy Renee Royal
• Christy Royal Maranto