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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 |
|---|---|---|---|
| AK | RA | APPROVED | 2012-08-02 |
| MT | RA | APPROVED | 2012-08-02 |
| WA | RA | APPROVED | 2009-12-15 |
Branch Locations
1604 Hewitt Avenue Suite 311, Everett, WA 98201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Everett | WA | 06/2001 | Present |
| Raymond James Financial Services Advisors, Inc | Everett | WA | 01/2009 | Present |
| Foster Financial Group Inc | Everett | WA | 03/2015 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-06 |
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