Richard Azan

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 10/2017 → 05/2022
  Edward Jones
  St Louis, MO
• 02/2017 → 10/2017
  Student Academic Success Center
  Miami, FL
• 08/2015 → 02/2017
  Florida International University
  Miami, FL
• 06/2022 → Present
  Raymond James & Associates
  Saint Petersburg, FL

Previous Registrations

• 2017-12-18 → 2021-06-07
  Edward Jones
  Plantation, FL
  Miami, FL
  St Louis, MO
  Maryland Heights, MO
  Sunrise, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-12-14

Other Names

• Richard Naseef Azan