Best Investors Account Sign in
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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-03-30
  • VA RA
    APPROVED
    Since 2017-03-30

Branch Locations

2101 Parks Avenue Suite 801, Virginia Beach, VA 23451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Securities, Llc Virginia Beach VA 03/1992 03/2017
Towne Bank Virginia Beach VA 03/2017 Present
Raymond James Financial Services,Inc Virgina Beach VA 03/2017 Present
Raymond James Financial Services Advisors Inc. Virginia Beach VA 03/2017 Present
  • 03/1992 → 03/2017
    Bb&T Securities, Llc
    Virginia Beach, VA
  • 03/2017 → Present
    Towne Bank
    Virginia Beach, VA
  • 03/2017 → Present
    Raymond James Financial Services,Inc
    Virgina Beach, VA
  • 03/2017 → Present
    Virginia Beach, VA
Previous Registrations
  • 2013-01-02 → 2017-03-30
    Bb&T Securities, Llc
    Virginia Beach, VA
  • 1993-05-23 → 2013-01-02
    Scott & Stringfellow, Llc
    Virginia Beach, VA
    Virginia Beach, VA
Other Businesses

(1)Name of Business: Towne Wealth Management Address: 2101 Parks Avenue Suite 801, Virginia Beach, VA, 23451, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/24/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: no responsibilities - FID bank's investment division DBA/Brand name

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-05-21
S63 Uniform Securities Agent State Law Examination 1992-08-25
  • S65 Uniform Investment Adviser Law Examination
    1993-05-21
  • S63 Uniform Securities Agent State Law Examination
    1992-08-25
Other Names
  • Mccray Brown
  • Arch Mcdowell Mccray

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Virginia Beach, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor