Ronda Lee Mccollum

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Washington, MO
• 11/2016 → 12/2022
  Wells Fargo Clearing Services, Llc
  Washington, MO
• 02/2023 → Present
  Raymond James Financial Services, Inc
  Washington, MO
• 02/2023 → Present
  Trankler Wealth Management
  Washington, MO
• 02/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Washington, MO

Previous Registrations

• 2022-09-08 → 2023-01-09
  Wells Fargo Advisors Financial Network, Llc
  Washington, MO
  Jefferson City, MO
• 2009-04-27 → 2022-09-08
  Wells Fargo Clearing Services, Llc
  Washington, MO

Other Businesses

(1) Name of Business: Tinker LLC Address: 123 Lafayette St Ste 110, Washington, MO, 63090-2542, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Representative, phone and paperwork

Exams

• S66 Uniform Combined State Law Examination
  2009-01-23

Other Names

• Ronda Lee Mccollum
• Ronda L Mcollum
• Ronda L Sheffler
• Ronda L Mccollum
• Ronda Mccollum