Cinnamon L Chaney

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → Present
  Raymond James And Associates
  Santa Monica, CA

Previous Registrations

• 2005-08-16 → 2016-03-24
  Ubs Financial Services Inc.
  Houston, TX
  Weehawken, NJ
  Beverly Hills, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
• 2002-11-05 → 2005-08-23
  Banc Of America Investment Services, Inc.
  Venice, CA

Other Businesses

(1) Name of Business: Address: 113 Baltic, Shreveport, LA, 71115, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/29/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own a 2nd single family residence that I rent out. A management company manages the property

Exams

• S66 Uniform Combined State Law Examination
  2002-11-21
• S63 Uniform Securities Agent State Law Examination
  1996-10-11