Adam Michael Delaughter

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

• 06/2012 → Present
  First National Bank Of Omaha
  Omaha, NE
• 06/2015 → Present
  Raymond James Financial Services
  Omaha, NE
• 06/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Omaha, NE
• 06/2012 → Present
  First National Bank
  Omaha, NE

Previous Registrations

• 2012-06-11 → 2015-06-18
  First National Capital Markets
  Omaha, NE
  Council Bluffs, IA
• 2010-02-26 → 2012-06-11
  Avantax Advisory Services
  Omaha, NE

Other Businesses

(1)Name of Business: First Investments and Planning Address: 4124 S 50th St, Omaha, NE, 68117, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/15/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor in a bank branch

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-23
• S63 Uniform Securities Agent State Law Examination
  1999-03-12