Beth Demarco is a registered investment advisor at Raymond James & Associates, INC., based in Boston, MA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
One International Place, Suite 2810, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Beth acts as Power of Attorney/Healthcare Surrogate for her father, dedicating minimal time to this investment-related activity since 2010. She also serves as an emergency backup caregiver/companion for her daughter, spending about 10-20% of her time on this non-investment related activity since 2021.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Qa3 Financial CORP.Broker
Royal Alliance Associates, INC.Broker
Advest, INC.Broker
State Registrations1 state
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