RP
RP

Ross Preville

32 Years of Experience
St. Petersburg, FL
1 DisclosureBroker

Ross Preville is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 32 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

200 Central Avenue, 24th Floor, St. Petersburg, FL, 33701

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2003
Award / Judgment
Other Business Activities

Ross is involved with several non-profit organizations, including the Homeless Leadership Network of Pinellas County, the Florida Chapter of the Tourette Syndrome Association, the St. Pete Chamber, and the St Pete Downtown Waterfront Parks Foundation. These activities take minimal time overall.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 1993 - Present · 32 yrs 8 mos
Raymond James & Associates, INC.Broker
September 1993 - Present · 32 yrs 8 mos
State Registrations29 states
AZCACOCTFLGAIDILINMDMEMIMNNCNJNVNYOHOKORPARISCSDTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.