Kayla Conkle Woods

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

• 09/2016 → Present
  Raymond James Financial Services, Inc.
  Watkinsville, GA
• 03/2014 → 09/2016
  Raymond James Financial Services, Inc.
  Watkinsville, GA
• 01/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Walkinsville, GA
• 05/2019 → 02/2023
  Beachbody
  Dacula, GA
• 01/2020 → Present
  The Avenue Wealth Management Llc
  Watkinsville, GA

Other Businesses

(1)Name of Business: The Avenue Wealth Management LLC Address: 1360 Caduceus Way Bldg 800, Ste 101, Watkinsville, GA, 30677, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/31/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Administrative Assistant and Operations Manager

Exams

• S66 Uniform Combined State Law Examination
  2017-10-10

Other Names

• Kayla Danielle Conkle