Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-23 |
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 |
|---|---|---|---|---|
| Texas State University | San Marcos | TX | 08/2014 | 05/2019 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 05/2014 | 09/2025 |
| Woodmen Financial Services, Inc. | Omaha | NE | 01/2021 | 09/2025 |
| Raymond James Financial Services, Inc. | Liberty Hill | TX | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Liberty Hill | TX | 11/2025 | Present |
(1)Name of Business: Oak Crest Insurance Address: 1905 Loop 332, Liberty Hill, TX, 78642-4207, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/28/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-30 |
Reach out to this advisor