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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-03 |
Branch Locations
2500 Dallas Parkway Suite 560, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Plano | TX | 05/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Plano | TX | 06/2013 | Present |
| Bell & Valente Llc | Plano | TX | 05/2013 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-04 |
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