Elizabeth Hall

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:

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

Current Employers

Employment History

• 09/2014 → 11/2021
  Massachusetts Mutual Life Insurance Co
  Orlando, FL
• 09/2014 → 11/2021
  Mml Investors Services, Llc
  Orlando, FL
• 11/2021 → Present
  Raymond James Financial Services, Inc.
  Orlando, FL
• 11/2021 → Present
  Signature Wealth Partners
  Orlando, FL
• 03/2024 → Present
  Orlando Rowing Club Inc.
  Orlando, FL
• 06/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Orlando, FL

Other Businesses

(1)Name of Business: Orlando Rowing Club Inc. Address: 2200 Lee Rd, Orlando, FL, 32810, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 03/01/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Coaching for crew/rowing (2)Name of Business: Signature Wealth Partners Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: client services specialist

Exams

• S66 Uniform Combined State Law Examination
  2023-10-16