Advisor at Raymond James & Associates
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 & Associates
Location
Ennice, NC
Credentials
Series 66
Industry experience
13 years
Fixed (flat) dollar fees for planning and/or investment consulting services
Commissions may be charged in implementation of plans through brokerage accounts; firm is dually registered as broker-dealer and investment adviser
Hourly fees generally up to $400 per hour for planning and/or investment consulting services
Fee-only: Hourly rates up to $400 per hour; fixed (flat) fees also offered; percentage fees for investment consulting up to 2.25% of assets under advisement
RAYMOND JAMES & ASSOCIATES, Inc.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 65, Series 66
Dobson, NC
Edward Jones
Series 66
Dobson, NC
Edward Jones
CFP®, Series 66
Independence, VA
Edward Jones
Series 63, Series 65
Dobson, NC
Edward Jones
CFP®, ChFC®, Series 66
Galax, VA
Geneos Wealth Management, Inc.
Series 63
Galax, VA
Ameriprise
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