Colton Hendrix

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

• 04/2019 → 09/2022
  Brighthouse Financial
  Charlotte, NC
• 10/2018 → 03/2019
  Lowe's Home Improvement
  Charlotte, NC
• 11/2015 → 10/2018
  Student
  Charlotte, NC
• 10/2022 → 03/2024
  Fisher Investments
  Tampa, FL
• 04/2024 → 04/2025
  Farnam Financial
  Tampa, FL
• 04/2025 → 09/2025
  Walser Wealth Management Company, A Limited Liability Company
  Tampa, FL
• 11/2025 → 01/2026
  Raymond James & Associates, Inc.
  Saint Petersburg, FL
• 01/2026 → Present
  Raymond James & Associates, Inc.
  Saint Petersburg, FL

Previous Registrations

• 2025-04-24 → 2025-09-25
  Walser Wealth Management Company, A Limited Liability Company
  Tampa, FL
• 2024-05-16 → 2025-01-14
  Farnam Financial
  Tampa, FL
  Tampa, FL
  Phoenix, AZ
• 2023-01-13 → 2024-05-02
  Fisher Investments
  Tampa, FL
  Plano, TX

Other Businesses

Partner in a franchise named "The Little Gym" with my spouse. I do not materially participate in the business. It is a children's enrichment gym.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-13
• S63 Uniform Securities Agent State Law Examination
  2019-10-14

Other Names

• Colton Hendrix
• Colton Michael Hendrix