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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
TX RA APPROVED 2025-09-05
CA RA APPROVED 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-04

Branch Locations

1911 N Austin Ave Suite 506, Georgetown, TX 78626 • 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
Tax Management Service Los Gatos CA 09/1988 09/2025
Tax Management Services Los Gatos CA 09/1989 09/2025
Commonwealth Financial Netowrk Waltham MA 08/2006 09/2025
Lexington Financial Georgetown TX 10/2006 Present
Raymond James Financial Services, Inc. Georgetown TX 09/2025 Present
Raymond James Financial Services Advisors, Inc. Georgetown TX 09/2025 Present
Lexington Financial Group/Tax Services Georgetown TX 10/1989 Present
  • 09/1988 → 09/2025
    Tax Management Service
    Los Gatos, CA
  • 09/1989 → 09/2025
    Tax Management Services
    Los Gatos, CA
  • 08/2006 → 09/2025
    Commonwealth Financial Netowrk
    Waltham, MA
  • 10/2006 → Present
    Lexington Financial
    Georgetown, TX
  • 09/2025 → Present
    Raymond James Financial Services, Inc.
    Georgetown, TX
  • 09/2025 → Present
    Georgetown, TX
  • 10/1989 → Present
    Lexington Financial Group/Tax Services
    Georgetown, TX
Previous Registrations
  • 2006-08-08 → 2025-09-04
    Georgetown, TX
    Las Vegas, NV
    San Diego, CA
    Pacific Grove, CA
    Georgetown, TX
    Campbell, CA
    San Jose, CA
  • 2002-09-23 → 2006-08-24
    Avantax Advisory Services
    Los Gatos, CA
Other Businesses

1. Lexington Financial Group Non-Investment Related 503 Woodland Park, Georgetown, Texas DBA/Support Company Advisor Started: 10/01/2005 0 hrs per month 0 hrs during trading hrs 2. Lexington Financial Group, Inc. Note: New Corporation being setup to continue - Lexington Tax Services Investment Related 503 Woodland Park, Georgetown, Texas Tax Professional/Employee; Tax Preparation Started: 10/01/1989 0 hrs per month 0 hrs during trading hrs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-06
S63 Uniform Securities Agent State Law Examination 2001-01-12
  • S65 Uniform Investment Adviser Law Examination
    2002-08-06
  • S63 Uniform Securities Agent State Law Examination
    2001-01-12
Designations
  • Certified Financial Planner
Other Names
  • Marciel J Camacho

View on SEC IAPD

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