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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2022-06-08 |
| TX | RA | APPROVED | 2022-06-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2010 | 06/2022 |
| Raymond James Financial Services, Inc | Bentonville | AR | 06/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Bentonville | AR | 06/2022 | Present |
(1)Name of Business: Fryer Wealth Planning Address: 9 N Halsted Cir, Rogers, AR, 72756-3145, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 06/08/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner (2)Name of Business: Oak Crest Insurance Agency Address: 9 N. Halsted Cir, Rogers, AR, 72756-3145, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/08/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent(1)Name of Business: Fryer Wealth Planning Address: 9 N Halsted Cir, Rogers, AR, 72756-3145, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 06/08/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner (2)Name of Business: Oak Crest Insurance Agency Address: 9 N. Halsted Cir, Rogers, AR, 72756-3145, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/08/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-15 |
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