Best Investors Account Sign in
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
TN RA APPROVED 2025-09-04
  • TN RA
    APPROVED
    Since 2025-09-04

Branch Locations

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

Knoxville, TN • 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
East Tennessee State University Johnson City TN 08/2017 05/2020
University Of Kentucky Lexington KY 08/2016 05/2017
Chick-Fil-A Kingsport TN 02/2016 06/2017
Citibank Gray TN 06/2017 08/2022
Regions Bank Memphis TN 08/2022 09/2022
First Horizon Advisors, Inc. Memphis TN 09/2022 01/2024
First Horizon Advisors Memphis TN 01/2024 08/2025
Raymond James Financial Services Inc. Knoxville TN 08/2025 Present
Raymond James Financial Services Advisory Inc. Knoxville TN 08/2025 Present
  • 08/2017 → 05/2020
    East Tennessee State University
    Johnson City, TN
  • 08/2016 → 05/2017
    University Of Kentucky
    Lexington, KY
  • 02/2016 → 06/2017
    Chick-Fil-A
    Kingsport, TN
  • 06/2017 → 08/2022
    Citibank
    Gray, TN
  • 08/2022 → 09/2022
    Regions Bank
    Memphis, TN
  • 09/2022 → 01/2024
    First Horizon Advisors, Inc.
    Memphis, TN
  • 01/2024 → 08/2025
    First Horizon Advisors
    Memphis, TN
  • 08/2025 → Present
    Raymond James Financial Services Inc.
    Knoxville, TN
  • 08/2025 → Present
    Raymond James Financial Services Advisory Inc.
    Knoxville, TN
Previous Registrations
  • 2023-05-26 → 2025-08-25
    First Horizon Advisors, Inc.
    Memphis, TN
    Memphis, TN
    Knoxville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-25
S63 Uniform Securities Agent State Law Examination 2023-03-14
  • S65 Uniform Investment Adviser Law Examination
    2023-05-25
  • S63 Uniform Securities Agent State Law Examination
    2023-03-14
Other Names
  • Clara Victoria Kiser
  • Clara Victoria Parker

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Saint Petersburg, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor