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
Mc Connellsburg, PA 17233
Credentials
CFP®, Series 63, Series 65
Industry experience
20 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%
Raymond James Financial Services Advisors, Inc.
2025 - Present (1 year)
Raymond James Financial Services, Inc.
2025 - Present (1 year)
Cetera Investment Services Llc
2017 - 2025 (8 years)
Cetera Investment Advisers LLC
2017 - 2025 (8 years)
Community State Bank of Orbisonia
2017 - 2025 (8 years)
Bb&T Investments
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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 66
Mcconnellsburg, PA
Edward Jones
Series 66
Greencastle, PA
Edward Jones
Series 66
Mcconnellsburg, PA
Edward Jones
CFP®, Series 65
Greencastle, PA
Cumberland Valley Financial Services Inc.
CFP®, Series 63
Ft Loudon, PA
Creative Financial Designs, Inc.
Series 66
Mcconnelsburg, PA
Raymond James Financial
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