Florence J Smith

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

• 02/2019 → 11/2019
  Amphora Wealth Management, Llc
  Chapel Hill, NC
• 01/2017 → 01/2019
  Not Employed/Cfp Education & Exam
  Hillsborough, NC
• 03/2014 → 01/2017
  Measurement Incorporated
  Durham, NC
• 11/2019 → Present
  Raymond James & Associates, Inc
  Chaper Hill, NC

Previous Registrations

• 2019-03-10 → 2019-12-10
  Amphora Wealth Management, Llc
  Chapel Hill, NC

Other Businesses

(1)Name of Business: Hillsborough Arts Council Address: 111 E Tryon St, Hillsborough, NC, 27278, United States Activity Type: Non-profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 10/28/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend quarterly board meetings and annual retreat. Ensure that the partnership is operating in accordance with its mission and purpose.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-10

Designations

• Certified Financial Planner

Other Names

• Florence Jouet Smith