Best Investors
Account
Sign in
Best Investors
Account
Sign in
Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-29 |
Branch Locations
3939 West Ridge Road Suite A-103, Erie, PA 16506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Erie | PA | 07/2024 | Present |
| Compass Group | Virginia Beach | VA | 08/2015 | 05/2018 |
| Compass Group | Atlanta | GA | 05/2018 | 06/2024 |
| Flagship Investment Group, Inc. | Erie | PA | 07/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Erie | PA | 11/2024 | Present |
Flagship Investment Group, Inc; not investment related; Erie, PA; DBA/support company; Registered Associate; Started 07/2024; 0hrs/month; 0hrs/month during trading hours; Support Staff
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-12 |
Reach out to this advisor