TK
TK

Tina Kozuch

13 Years of Experience
Leesburg, GA
1 DisclosureBroker

Tina Kozuch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leesburg, GA, with 13 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

292 Oakland Pkwy Ste A, Leesburg, GA, 31763-5854

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History

Regulatory History (1)
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Criminal
August 1983
Final Disposition
Other Business Activities

Tina works as an associate/employee at Tennyson Phillips Wealth Management, focusing on operations and dedicating about half of her time. She also works part-time at The Canterbury Kitchen doing catering/bartending, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
December 2015 - April 2023 · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
October 2015 - April 2023 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - October 2015 · 3 yrs 3 mos
State Registrations12 states
ALARFLGANCNMSCTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.