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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
| CA | RA | APPROVED | 2025-09-04 |
Branch Locations
1911 N Austin Ave Suite 506, Georgetown, TX 78626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
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