Jeannie Holliday
Jeannie Holliday is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Land O Lakes, FL, with 41 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
Firm Size
IM Fee
Assets Under Management
Location
20635 Amberfield Drive, Suite 102, Land O Lakes, FL, 34638
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeannie is a partner in Holliday Perez Holdings, a rental real estate business, since 2011. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Fsc Securities CorporationBroker
Invest Financial CorporationBroker
State Registrations26 states
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