Advisor at Raymond James & Associates
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Firm
Raymond James & Associates
Location
Fort Lauderdale, FL 33301
Credentials
Series 66
Industry experience
11 years
Antonio Barbosa is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and HSBC Securities (USA) Inc. Outside of his advisory work, he co-owns real estate investment properties with his wife. Raymond James & Associates provides financial planning and investment consulting to a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.
Based on Raymond James & Associates
Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.
Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.
201 E. Las Olas Blvd., Suite 1630
Fort Lauderdale, FL 33301
Florida
Raymond James & Associates
2023 - Present (3 years)
Deutsche Bank Securities Inc.
2019 - 2023 (4 years)
Deutsche Bank Trust Company Americas
2019 - 2023 (4 years)
HSBC Securities (USA) INC.
2014 - 2019 (5 years)
HSBC Bank USA, N.A.
2014 - 2019 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
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