Phil David Canady

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → Present
  Research Management Inc.
  Columbus, OH
• 06/1983 → Present
  Raymond James Financial Services, Inc.
  Columbus, OH
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Columbus, OH
• 01/1978 → 10/2024
  Financial Service Center Of Columbus
  Columbus, OH

Other Businesses

(1)Name of Business: Research Management, Inc. Address: 4775 Knightsbridge Blvd. Columbus, Ohio, Columbus, OH, 43214, United States Activity Type: Accounting/CPA Position/Title: Officer - Treasurer, Partner, Bookkeeper, Officer - President Investment Related: No Start Date: 01/01/1995 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-11