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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2017-11-08 |
Branch Locations
4900 Meadows Road Suite 100, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 11/2014 | 10/2017 |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Lake Oswego | OR | 11/2017 | Present |
| Metis Wealth Advisory Group | Lake Oswego | OR | 03/2018 | 07/2019 |
(1)Name of Business: Metis Wealth Advisory Group Address: 4900 Meadows Rd, Suite 100, Lake Oswego OR, USA, 97035 Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/26/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I joined branch 7HW in March 2018 when my former branch 72N was acquired by 7HW. I support the producing advisors of branch 7HW
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
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