Best Investors Account Sign in
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
CO RA APPROVED 2023-08-02
TN RA APPROVED 2023-08-02
  • CO RA
    APPROVED
    Since 2023-08-02
  • TN RA
    APPROVED
    Since 2023-08-02

Branch Locations

Nashville, TN • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 08/2015 05/2018
Raymond James & Associates, Inc. Nashville TN 05/2018 07/2023
Younique Products Nashville TN 04/2015 11/2025
High Country Financial Advisors Nashville TN 08/2023 Present
Raymond James Financial Services, Inc. Nashville TN 08/2023 Present
Raymond James Financial Services Advisors, Inc. Nashville TN 08/2023 Present
Previous Registrations
Other Businesses

1) High Country Financial Advisors. Not investment related. Nashville, TN. DBA/Support Company. Advisor. Started: 08/2023. 0 hrs per month, 0 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-20
  • S66 Uniform Combined State Law Examination
    2010-09-20
Other Names
  • Alyssa Vidrine

View on SEC IAPD

More in Nashville, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor