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Avery Alexandra Love

Raymond James Financial Services Advisors, Inc

Cary, NC

CRD 7751329

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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-28
  • NC RA
    APPROVED
    Since 2024-08-28

Branch Locations

204 Towne Village Drive, Cary, NC 27513 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tonya's Cookies Chapel Hill NC 09/2022 12/2022
Monkee's Of Chapel Hill Chapel Hill NC 03/2021 05/2023
Hall Private Wealth Advisors Charlotte NC 11/2022 03/2023
Fidelity Investments Durham NC 05/2023 05/2024
Nanny By Design Greensboro NC 03/2021 01/2022
Canterbury School Greensboro NC 01/2013 09/2016
Greensboro Day School Greensboro NC 09/2016 06/2020
University Of North Carolina - Chapel Hill Chapel Hill NC 08/2020 05/2023
Raymond James Financial Services, Inc. Cary NC 05/2024 Present
Raymond James Financial Services Advisors, Inc Cary NC 08/2024 Present
  • 09/2022 → 12/2022
    Tonya's Cookies
    Chapel Hill, NC
  • 03/2021 → 05/2023
    Monkee's Of Chapel Hill
    Chapel Hill, NC
  • 11/2022 → 03/2023
    Hall Private Wealth Advisors
    Charlotte, NC
  • 05/2023 → 05/2024
    Fidelity Investments
    Durham, NC
  • 03/2021 → 01/2022
    Nanny By Design
    Greensboro, NC
  • 01/2013 → 09/2016
    Canterbury School
    Greensboro, NC
  • 09/2016 → 06/2020
    Greensboro Day School
    Greensboro, NC
  • 08/2020 → 05/2023
    University Of North Carolina - Chapel Hill
    Chapel Hill, NC
  • 05/2024 → Present
    Raymond James Financial Services, Inc.
    Cary, NC
  • 08/2024 → Present
    Cary, NC
Other Businesses

(1)Name of Business: StillGreen Partners, LLC Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: StillGreen Partners, LLC is a holding that owns Stonegate Financial. (2)Name of Business: Stonegate Financial Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FInancial Associate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-18
S63 Uniform Securities Agent State Law Examination 2023-10-04
  • S65 Uniform Investment Adviser Law Examination
    2024-07-18
  • S63 Uniform Securities Agent State Law Examination
    2023-10-04
Other Names
  • Avery Alexandra Love
  • Avery Love

View on SEC IAPD

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