Best Investors
Account
Sign in
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 |
|---|---|---|---|
| GA | RA | APPROVED | 2019-03-27 |
Branch Locations
1360 Caduceus Way Bldg 800 - Suite 101, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Watkinsville | GA | 08/2017 | Present |
| Outpatient Services, Llc | Watkinsville | GA | 06/2017 | 08/2017 |
| Classic City Computing | Athens | GA | 06/2015 | 06/2017 |
| University Of Georgia | Athens | GA | 08/2014 | 05/2018 |
| Raymond James Financial Services Advisors Inc. | Watkinsville | GA | 03/2019 | Present |
| Avenue Wealth Management, Llc | Watkinsville | GA | 01/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Watkinsville | GA | 03/2019 | Present |
(1) Name of Business: unnamed (freelance) Address: 160 Towns Walk Drive, Athens, GA, 30606, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will creating excel templates for personal finance activities as well as for business to model certain financial projections. These will not be branded, and have disclaimers to not rely on the data or assumptions and to contact a professional for help.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-20 |
Reach out to this advisor