Briana Slater

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

• 07/2025 → Present
  Raymond James & Associates, Inc.
  Salt Lake City, UT
• 03/2023 → Present
  Reaching Roots
  Midvale, UT
• 10/2019 → 10/2024
  Utah Youth Village
  Holladay, UT
• 08/2019 → 12/2021
  Salt Lake School District
  Salt Lake City, UT
• 04/2019 → 08/2019
  Cbd Of Lawrence
  Lawrence, KS
• 08/2018 → 08/2019
  Pinstripes
  Overland Park, KS
• 08/2016 → 08/2018
  Center For Community Health And Development
  Lawrence, KS
• 02/2025 → 07/2025
  Raymond James & Associates, Inc.
  Salt Lake City, UT

Other Businesses

the name of the other business: Reaching Roots whether the business is investment-related: No the address of the other business: 1042 Fort Union Blvd, #1211, Midvale, UT 84047 the nature of the other business: Parent Coaching/Behavior Analysis your position: Founder & CEO title, or relationship with the other business: Founder & CEO the start date of your relationship: 03/2023 the approximate number of hours/month you devote to the other business: 10 hours a month the number of hours you devote to the other business during securities trading hours: 0 hours and briefly describe your duties relating to the other business: Owner of small business provide parent coaching.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-22

Other Names

• Briana Lynch