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Erin Christine Champlin

Raymond James Financial Services Advisors, Inc

Irving, TX

CRD 7493748

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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-30
  • TX RA
    APPROVED
    Since 2022-11-30

Branch Locations

105 Decker Dr Ste 450, Irving, TX 75062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ron Blue Institute Marion IN 08/2019 12/2021
Chessman Wealth Strategies Dallas TX 05/2021 08/2021
First Bank Of Manhattan Manhattan IL 06/2020 07/2020
Parmesans Wood Stone Pizza Frankfort IL 04/2016 01/2020
Raymond James Financial Services, Inc. Irving TX 12/2021 Present
  • 08/2019 → 12/2021
    Ron Blue Institute
    Marion, IN
  • 05/2021 → 08/2021
    Chessman Wealth Strategies
    Dallas, TX
  • 06/2020 → 07/2020
    First Bank Of Manhattan
    Manhattan, IL
  • 04/2016 → 01/2020
    Parmesans Wood Stone Pizza
    Frankfort, IL
  • 12/2021 → Present
    Raymond James Financial Services, Inc.
    Irving, TX
Other Businesses

(1)Name of Business: Cadent Capital LLC Address: 105 Decker Drive Suite 450, Irving, TX, 75062, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/18/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Client Service Associate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
  • S66 Uniform Combined State Law Examination
    2022-11-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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