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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-07-20
  • GA RA
    APPROVED
    Since 2023-07-20

Branch Locations

1360 Caduceus Way Bldg 800 Suite 101, Watkinsville, GA 30677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fis Global Atlanta GA 05/2020 01/2023
University Of Alabama Tuscaloosa AL 08/2016 05/2020
The Avenue Wealth Management Athens GA 06/2019 08/2019
Kb Pressure Washing Atlanta GA 06/2013 06/2019
Raymond James Financial Services, Inc. Watkinsville GA 01/2023 Present
The Avenue Athens GA 01/2023 Present
The Avenue Wealth Management Athens GA 01/2023 Present
Raymond James Financial Services Advisors, Inc Watkinsville GA 07/2023 Present
  • 05/2020 → 01/2023
    Fis Global
    Atlanta, GA
  • 08/2016 → 05/2020
    University Of Alabama
    Tuscaloosa, AL
  • 06/2019 → 08/2019
    The Avenue Wealth Management
    Athens, GA
  • 06/2013 → 06/2019
    Kb Pressure Washing
    Atlanta, GA
  • 01/2023 → Present
    Raymond James Financial Services, Inc.
    Watkinsville, GA
  • 01/2023 → Present
    The Avenue
    Athens, GA
  • 01/2023 → Present
    The Avenue Wealth Management
    Athens, GA
  • 07/2023 → Present
    Watkinsville, GA
Other Businesses

The Avenue; not investment related; Athens FA; support company DBA; Advisor; Advisor; 01/2023; 0hrs/month; 0hrs/month during trading hours; Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-10
  • S66 Uniform Combined State Law Examination
    2023-07-10
Other Names
  • Kenny Barimo
  • Kenneth Shawn Barimo

View on SEC IAPD

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