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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_RES | 2020-09-30 |
| AL | RA | APPROVED | 2012-08-14 |
| GA | RA | APPROVED | 2009-01-02 |
Branch Locations
37 Johnson Ferry Rd Ste 210, Marietta, GA 30068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terry Investment Group, Inc. | Marietta | GA | 10/2012 | Present |
| Raymond James Financial Services | Marietta | GA | 02/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Marietta | GA | 01/2009 | Present |
| Terry Investment Group, Inc. | Marietta | GA | 09/2006 | Present |
(1)Name of Business: Terry Investment Group, Inc. Address: 1225 Johnson Ferry Rd ste 880, Marietta, GA 30068, Marietta, GA, 30068, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/28/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company S- Corp
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-23 |
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