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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
TX RA APPROVED 2026-08-19
NM RA APPROVED 2026-07-28
  • TX RA
    APPROVED
    Since 2026-08-19
  • NM RA
    APPROVED
    Since 2026-07-28

Branch Locations

9798 Coors Blvd. Nw Bldg. D , Albuquerque, NM 87114 • United States

8206 Louisiana Blvd Ne Suite A , Albuquerque, NM 87113 • 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, Inc. Albuquerque NM 04/2026 Present
Hops & Dough Taproom Albuquerque NM 07/2025 Present
United States Navy Virginia Beach VA 07/2017 07/2025
V Sue. Cleveland High School Rio Rancho NM 03/2016 05/2017
Unemployed Rio Rancho NM 05/2017 07/2017
Baker Wealth Planning Group Albuquerque NM 04/2026 Present
Raymond James Financial Services Advisors, Inc Albuquerque NM 07/2026 Present
  • 04/2026 → Present
    Raymond James Financial Services, Inc.
    Albuquerque, NM
  • 07/2025 → Present
    Hops & Dough Taproom
    Albuquerque, NM
  • 07/2017 → 07/2025
    United States Navy
    Virginia Beach, VA
  • 03/2016 → 05/2017
    V Sue. Cleveland High School
    Rio Rancho, NM
  • 05/2017 → 07/2017
    Unemployed
    Rio Rancho, NM
  • 04/2026 → Present
    Baker Wealth Planning Group
    Albuquerque, NM
  • 07/2026 → Present
    Albuquerque, NM
Other Businesses

Hops & Dough Taproom Server/Bartender 6361 Riverside Plaza Ln, Albuquerque NM 87120 Start: July 2025 80hrs / Month 0 Hrs during trading hours Real Estate Property Owner 3401 Dana Ln, Virginia Beach Va 23452 Home Owner Start: August 2025 0 Hours devoted per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-23
  • S66 Uniform Combined State Law Examination
    2026-07-23
Other Names
  • Cameron Dunn

View on SEC IAPD

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