Eugene Paul Crookshanks

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Tampa, FL
• 11/2016 → 07/2024
  Wells Fargo Clearing Services, Llc
  Tampa, FL
• 07/2024 → Present
  Raymond James & Associates Inc.
  Saint Petersburg, FL

Previous Registrations

• 2004-01-09 → 2024-07-23
  Wells Fargo Clearing Services, Llc
  Spring Hill, FL
  Clearwater, FL
  Tampa, FL
  Tampa, FL
  Sun City Center, FL
  Sun City Center, FL
  Sun City Center, FL
  Naples, FL
  Tampa, FL
  Clearwater, FL
  Clearwater, FL
  Indian Rocks Beach, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-26
• S65 Uniform Investment Adviser Law Examination
  1994-04-18

Other Names

• Gene Crookshanks
• Eugene Paul Crookshanks
• Eugene Paul Crookshanks