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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
FL RA APPROVED 2022-08-02
  • FL RA
    APPROVED
    Since 2022-08-02

Branch Locations

18575 High Springs Main St Ste 50, High Springs, FL 32643 • 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
Nationwide Insurnace High Springs FL 12/2004 03/2022
Raymond James Financial Services, Inc High Springs FL 03/2022 Present
Concurrent Advisors High Springs FL 03/2022 03/2023
Kelly Barber Group Llc Dba The Barber Group High Springs FL 03/2022 Present
Raymond James Financial Services Advisors, Inc High Springs FL 08/2022 Present
  • 12/2004 → 03/2022
    Nationwide Insurnace
    High Springs, FL
  • 03/2022 → Present
    Raymond James Financial Services, Inc
    High Springs, FL
  • 03/2022 → 03/2023
    Concurrent Advisors
    High Springs, FL
  • 03/2022 → Present
    Kelly Barber Group Llc Dba The Barber Group
    High Springs, FL
  • 08/2022 → Present
    High Springs, FL
Other Businesses

(1)Name of Business: Crossman Cattle Beef Address: 25531 NW 62nd Ave, High Springs, FL, 32643, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Raise Cattle and Market Beef to Customers (2)Name of Business: Kelly Barber Group LLC DBA The Barber Group Address: 18575 High Springs Main St Ste 50, High Springs, FL, 32643-0003, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/10/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Panther Grass Address: 25531 NW 62nd Ave, High Springs, FL, 32643, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a lawn care business I started for my son. I take no income.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-21
  • S66 Uniform Combined State Law Examination
    2022-07-21
Other Names
  • Billy Crossman

View on SEC IAPD

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