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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Rental Real Estate 4 months Dec 2015 - Apr 2016
Catamount Transport 4 years, 7 months Apr 2013 - Present
Raymond James Financial Services Advisors, Inc. 7 years Nov 2010 - Present
The Noble Group 5 years, 7 months Nov 2010 - Jun 2016
Nrp Financial, Inc. 2 years Nov 2008 - Nov 2010
Merrill Lynch, Pierce, Fenner & Smith Incorporatedsugar Land, Tx 4 years, 5 months Jun 2004 - Nov 2008

Designations & Memberships

  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Oct 14, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    Oct 14, 2016
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