Rhonda Morcillo
Rhonda Morcillo is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 30 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
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rhonda owns Bloom and Branch Co., where she creates and sells home decor and crafts. She dedicates a few hours per week to this business, none of which occur during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Nbc Securities, INC.
Nbc Securities, INC.Broker
Fiserv Investor Services, INC.Broker
Fiserv Investor Services, INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations53 states
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