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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-20 |
| LA | RA | APPROVED | 2011-08-19 |
Branch Locations
111 Veterans Boulevard Suite 1506, Metairie, LA 70005 • United States
New Orleans, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Metairie | LA | 11/2007 | Present |
| Raymond James Financial Services Advisors Inc. | Metairie | LA | 08/2011 | Present |
| Financial Consulting Group, Inc | Metairie | LA | 07/2014 | Present |
(1)Name of Business: Big Red Camp, LLC Address: 6055 Milne Blvd., New Orleans, LA, 70124, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/05/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Second home. May be rent at a future date for short periods however this is secondary. (2)Name of Business: Financial Consulting Group, Inc Address: 111 Veterans Mem Blvd Ste 1506, Metairie, LA, 70005, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Certified Financial Advisor / Co-Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-12-16 |
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