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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2010-10-25 |
Branch Locations
14165 N Fenton Rd Suite 201A2, Fenton, MI 48757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fenton | MI | 01/1999 | Present |
| Real Estate | Caro | MI | 09/2005 | Present |
| Mb Investments | Reese | MI | 01/1995 | 06/2017 |
| Raymond James Financial Services Advisors, Inc | Fenton | MI | 10/2010 | Present |
| Non Variable Annuity | Fenton | MI | 04/2012 | Present |
(1)Name of Business: Address: 14165 N Fenton Rd. Suite 201A2, Fenton, MI 49430, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/11/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: fixed annuity, term life insurance (2)Name of Business: Address: 206 W Bush St, caro, MI, 48723, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/20/2005 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-23 |
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