Andrew Richard Staley

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

• 01/2011 → 01/2019
  Cuso Financial Services, L.P.
  Medford, OR
• 01/2019 → 03/2020
  Cetera Investment Services Llc
  Medford, OR
• 01/2019 → 03/2020
  Cetera Investment Advisers Llc
  Medford, OR
• 08/2020 → 02/2021
  Cuna Brokerage Services, Inc.
  Boise, IA
• 04/2020 → 07/2020
  Unemployment
  Eagle Point, OR
• 02/2021 → 06/2023
  Cetera Investment Services Llc
  Meridian, ID
• 02/2021 → 06/2023
  Cetera Investment Advisers Llc
  Meridian, ID
• 06/2023 → 07/2025
  Avantax Investment Services Inc.
  Medford, OR
• 06/2023 → 07/2025
  Avantax Advisory Services
  Medford, OR
• 06/2023 → 07/2025
  Avantax Insurance Agency/Avantax Insurance Services
  Medford, OR
• 07/2023 → 07/2025
  Kosmatka Donnelly & Co,
  Medford, OR
• 07/2023 → 07/2025
  Llp Dba Kdp Certified Public Accountants
  Medford, OR
• 04/2025 → 07/2025
  Sorren
  Boise, ID
• 01/2011 → 01/2019
  Rogue Credit Union
  Medford, OR
• 02/2021 → 06/2023
  Wtb Investment Services
  Meridian, ID
• 07/2025 → Present
  Raymond James Financial Services Inc.
  Nampa, ID
• 07/2025 → Present
  Raymond James Financial Services Advisors Inc.
  Nampa, ID
• 07/2025 → Present
  Columbia Bank Dba: Umpqua Bank
  Nampa, ID

Previous Registrations

• 2023-06-08 → 2025-07-22
  Avantax Advisory Services
  Dallas, TX
  Boise, ID
  Medford, OR
• 2021-03-01 → 2023-06-14
  Cetera Investment Advisers Llc
  Meridian, ID
• 2020-08-14 → 2021-02-19
  Cuna Brokerage Services, Inc.
  Boise, ID
  Waverly, IA
• 2019-01-11 → 2020-03-16
  Cetera Investment Advisers Llc
  Medford, OR
• 2011-01-07 → 2019-01-14
  Cuso Financial Services, L.P.
  San Diego, CA
  Cheyenne, WY
  Medford, OR
• 2010-08-25 → 2010-09-30
  Usaa Financial Planning Services
  Colorado Springs, CO
• 2007-01-11 → 2010-04-12
  Cuso Financial Services, L.P.
  Medford, OR
  Medford, OR
  Ashland, OR
  Medford, OR

Other Businesses

(1)Name of Business: Columbia Wealth Advisors Address: 521 12th Ave S, Nampa, ID, 83651-4249, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Wealth Advisor

Exams

• S66 Uniform Combined State Law Examination
  2007-01-09
• S63 Uniform Securities Agent State Law Examination
  1999-04-19

Designations

• Chartered Financial Consultant