Alan William Conrad

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2018
  Estrella Mountain Community College
  Avondale, AZ
• 08/2016 → 12/2018
  Arizona State University
  Tempe, AZ
• 10/2018 → 06/2019
  Phoenix Children's Hospital
  Phoenix, AZ
• 07/2019 → 04/2020
  Unemployed
  Avondale, AZ
• 05/2020 → 03/2022
  Prospect Blue
  Phoenix, AZ
• 01/2021 → 03/2021
  Family Tree Health Care
  Glendale, AZ
• 04/2022 → 12/2024
  Unemployed
  Avondale, AZ
• 01/2025 → Present
  Raymond James Financial Services, Inc.
  Goodyear, AZ
• 10/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Goodyear, AZ

Other Businesses

(1)Name of Business: Blue Sky Financial Services PLLC Address: 15150 W Park Pl Ste 114, Goodyear, AZ, 85395-2386, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/16/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the business that I will own as an independent contractor for Raymond James.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-30

Other Names

• Alan Conrad