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Olivia Simmons

Raymond James & Associates, Inc.

The Villages, FL

CRD 7529375

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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 & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-25
  • FL RA
    APPROVED
    Since 2025-11-25

Branch Locations

Brownwood Paddock Square 2631 West Torch Lake Drive, The Villages, FL 32163 • 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
Raymond James & Associates, Inc The Villages FL 04/2022 10/2024
Raymond James & Associates, Inc The Villages FL 10/2024 Present
Truist Bank Lady Lake FL 11/2018 04/2022
Publix Leesburg FL 11/2015 11/2018
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-23
  • S66 Uniform Combined State Law Examination
    2025-11-23
Other Names
  • Olivia Renee Huffman

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ZENITH ADVISORY GROUP, LLC
STRATEGIC ADVISERS LLC

Nearby Investors

TODD BLANKENSHIP
KEVIN GANUS
MICHAEL HARRISON

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
ZENITH ADVISORY GROUP, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL

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