Best Investors Account Sign in
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 2012-03-01
  • NC RA
    APPROVED
    Since 2012-03-01

Branch Locations

100 9Th Street Suite A, North Wilkesboro, NC 28659 • 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
Raymond James Financial Services North Wilkesboro NC 02/2012 Present
Raymond James Financial Services Advisors Inc. North Wilkesboro NC 03/2012 Present
Cns Of Wilkes Llc Wilkesboro NC 06/2012 Present
Boissett Collection N. Wilkesboro NC 05/2019 Present
Cns Of Wilkes County, Llc North Wilkesboro NC 09/2007 Present
  • 02/2012 → Present
    Raymond James Financial Services
    North Wilkesboro, NC
  • 03/2012 → Present
    North Wilkesboro, NC
  • 06/2012 → Present
    Cns Of Wilkes Llc
    Wilkesboro, NC
  • 05/2019 → Present
    Boissett Collection
    N. Wilkesboro, NC
  • 09/2007 → Present
    Cns Of Wilkes County, Llc
    North Wilkesboro, NC
Previous Registrations
  • 2008-04-15 → 2012-03-01
    Osaic Fs, Inc.
    Greensboro, NC
    North Wilkesboro, NC
  • 2006-10-02 → 2008-04-15
    North Wilkesboro, NC
Other Businesses

(1)Name of Business: Carla Souther Financial Services Address: 100 9th Street, N Wilkesboro, NC 28659, North Wilkesboro, NC, 28659, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of support company (2)Name of Business: CNS of WIlkes County, LLC Address: 407 F Street, ste 215, North Wilkesboro, NC, 28659, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Other Investment Related: Yes Start Date: 09/05/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: member/president of LLC (3)Name of Business: Womens Worth Alliance Address: 100 9th St Ste A, North Wilkesboro, NC, 28659-4169, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/13/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a board member I am helping with content and networking relationships

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-10
  • S63 Uniform Securities Agent State Law Examination
    1999-06-10
Designations
  • Certified Financial Planner
Other Names
  • Carla Cooksey
  • Carla Souther Mcglamery
  • Carla Nadine Souther
  • Carla Souther Cooksey
  • Carla Souther Hauser
  • Carla Souther Cooksey
  • Carla Souther Cooksey-Hauser
  • Carla Souther Hauser

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in North Wilkesboro, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor