PB
PB
Paul Burdett
43 Years of Experience
Severna Park, MD
1 DisclosureBroker
Paul Burdett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Severna Park, MD, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
645 Baltimore Annapolis Blvd., Suite 200, Severna Park, MD, 21146
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 1998Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
January 1999 - Present · 27 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
April 2007 - January 2009 · 1 yr 9 mos
Robert Thomas Securities, INCBroker
December 1998 - January 1999 · 1 mo
A. G. Edwards & Sons, INC.Broker
December 1991 - December 1998 · 7 yrs
Lehman Brothers INC.Broker
June 1990 - January 1992 · 1 yr 7 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - July 1990 · 2 yrs 8 mos
Legg Mason Masten INC.Broker
October 1987 - November 1987 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
March 1982 - July 1990 · 8 yrs 4 mos
State Registrations10 states
CODEFLMDNCNJNYPASCVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.