PC
PC

Paul Ciardi

27 Years of Experience
Palm Coast, FL
Broker

Paul Ciardi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Coast, FL, with 27 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

Palm Coast, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2019 - Present · 7 yrs 2 mos
Raymond James & Associates, INC.
March 2019 - Present · 7 yrs 2 mos
Raymond James Financial Services, INC.
March 2019 - Present · 7 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2013 - March 2019 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - March 2019 · 6 yrs 1 mo
Pershing LLCBroker
March 2008 - July 2011 · 3 yrs 4 mos
TD Ameritrade, INC.Broker
July 1996 - July 2007 · 11 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.