Felicia Chauntal Salfran

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

• 12/2017 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  St.PEtersburg, FL
• 03/2017 → 11/2017
  Raymond James & Associates
  St. Petersburg, FL
• 08/2016 → 03/2017
  Merrill Lynch
  Weeki Wachee, FL
• 08/2011 → 12/2016
  University Of South Florida
  St.PEtersburg, FL
• 05/2018 → 03/2019
  Bank Of America, N.A.
  Saint Petersburg, FL
• 03/2019 → Present
  Raymond James & Associates
  St. Petersburg, FL

Previous Registrations

• 2018-05-17 → 2019-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-04-06

Other Names

• Felicia Mccaffrey
• Felicia Chauntal Mccaffrey