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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Pictet & Cie 4 years, 7 months Feb 2013 - Present
Insurance Designers of Colorado 4 years, 7 months Feb 2013 - Present
Legacy Advisors 4 years, 7 months Feb 2013 - Present
Raymond James Financial Services Advisors Inc. 4 years, 7 months Feb 2013 - Present
Edward Jones 3 years, 6 months Jul 2009 - Jan 2013
Maracay Homes 5 years, 5 months Nov 2003 - Apr 2009

Designations & Memberships

  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses

Articles and Answers

Insights by Tony Widowski

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 15, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 15, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Raymond James Financial Services Advisors, Inc

Last updated on June 15, 2017
    • $68.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 240K
      Accounts
    • $287.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Other