Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Raymond James Financial
Location
Arlington, VA 22201
Credentials
Series 66
Industry experience
12 years
Fixed (flat) dollar fees available for planning and consulting services
Commissions charged in implementation of plans, including legacy clients with older fee schedules; commissions may be used to offset planning fees
Hourly fees generally charged up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or percentage of assets under advisement up to 2.25%
Aetna
2018 - 2020 (2 years)
United Health Care
2018 - 2020 (2 years)
Young Living
2016 - Present (10 years)
Juice Plus Nsa
2015 - 2019 (4 years)
Raymond James Financial Services,inc
2015 - Present (11 years)
Raymond James Financial Services Advisors Inc.
2014 - Present (12 years)
Wealth Mark Financial Ink
2014 - 2023 (9 years)
Wealthmark Financial Services
2014 - 2023 (9 years)
Ews Financial Services
2014 - 2022 (8 years)
Mary Kay
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Bumpass, VA
UBS Financial Services
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