Ann Marie Austin

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

• 02/2012 → 03/2021
  Raymond James & Associates
  Athens, GA
• 03/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Winder, GA
• 03/2021 → Present
  Raymond James Financial Services, Inc.
  Winder, GA
• 03/2021 → Present
  Beckett & Associates
  Winder, GA
• 06/2024 → 12/2025
  Center Grove Baptist Church
  Pendergrass, GA

Previous Registrations

• 2013-02-13 → 2021-03-19
  Raymond James & Associates, Inc.
  Athens, GA
  Athens, GA
• 2005-01-24 → 2013-02-13
  Morgan Keegan & Company, Llc
  Athens, GA
  Athens, GA

Other Businesses

(1) Name of Business: Beckett & Associates Investment Services, Inc. Address: 58 W. Candler Street, Winder, GA, 30680, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/21/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and branch manager

Exams

• S66 Uniform Combined State Law Examination
  1999-12-10

Other Names

• Ann Marie Tatara