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
FL RA APPROVED 2009-04-21
TX RA APPROVED_RES 2009-01-02
  • FL RA
    APPROVED
    Since 2009-04-21
  • TX RA
    APPROVED_RES
    Since 2009-01-02

Branch Locations

1400 W. Fairbanks Ave Suite 104, Winter Park, FL 32789 • 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 Financial Services Winter Park FL 01/2002 Present
Raymond James Financial Services Advisors, Inc Winter Park FL 01/2009 Present
Mckeever & Associates, Inc. Winter Park FL 01/2003 Present
Previous Registrations
  • 1995-03-27 → 2012-12-31
    Mckeever & Associates, Inc.
    Winter Park, FL
Other Businesses

(1)Name of Business: McKeever & Associates, Inc. Address: 1400 W Fairbanks Ave Ste 104, Winter Park, FL, 32789, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 01/03/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner and manager of support company for RJFS branch. (2)Name of Business: Winter Park Investment Group, Inc. Address: 1400 W. Fairbanks Avenue, Winter Park, FL, 32789, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/01/1988 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-09-05
  • S63 Uniform Securities Agent State Law Examination
    1980-09-05
Other Names
  • Mac Mckeever
  • Edward Eugene Mckeever

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Winter Park, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor