Sara Renee Hobbs

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

• 07/2019 → Present
  Raymond James & Associates, Inc.
  St Petersburg, FL
• 09/2016 → 07/2019
  Synovus
  Oldsmar, FL
• 09/2021 → Present
  Raymond James & Financial Services Advisors
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-09-14

Other Names

• Sara Renee Shupp