Ryan Paraoan Luzod

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

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2007-03-06 → 2013-02-13
  Morgan Keegan & Company, Llc
  Tampa, FL
  Clearwater, FL
  Tampa, FL
  Tampa, FL
  Winter Park, FL
• 2005-03-28 → 2007-02-20
  Amsouth Investment Management Company Llc
  Tampa, FL
• 2004-02-04 → 2005-03-14
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2004-01-26
• S63 Uniform Securities Agent State Law Examination
  2001-04-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant