Renee Annette Degner

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

• 06/2011 → 05/2017
  American Funds Distributors, Inc.
  Los Angeles, CA
• 07/2022 → Present
  Raymond James & Associates
  Issaquah, WA
• 06/2017 → 07/2022
  Unemployed
  Dana Point, CA

Previous Registrations

• 2013-04-25 → 2017-06-02
  Capital Client Group, Inc.
  Los Angeles, CA
• 2009-06-01 → 2011-06-08
  Morgan Stanley
  Irvine, CA
• 2008-03-20 → 2009-06-01
  Morgan Stanley & Co. Llc
  Irvine, CA
• 2001-04-11 → 2002-09-13
  Orion Portfolio Solutions, Llc
  Murrieta, CA

Other Businesses

(1)Name of Business: Address: 20 Sierra Vis, Laguna Niguel, CA, 92677, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the rental property which was inherited from my parents. While I do not receive any compensation, all repairs and maintenance of the property is conducted through me.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-30
• S65 Uniform Investment Adviser Law Examination
  2001-04-03
• S63 Uniform Securities Agent State Law Examination
  2000-12-04

Other Names

• Renee Annette Ruiz
• Renee Annette Martin
• Renee Annette Martin