FP
FP
Frank Palulis
30 Years of Experience
Columbia, MD
1 DisclosureBroker
Frank Palulis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, MD, 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 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
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Location
10500 Little Patuxent Pkwy, Suite 305, Columbia, MD, 21044
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2015Denied
Other Business Activities
Frank is a financial advisor and owner of Merriweather Money Management since 2022. He dedicates about half of his time to this business, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2022 - Present · 4 yrs 6 mos
Raymond James Financial Services Advisors, INC
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2009 - January 2022 · 12 yrs 7 mos
Wells Fargo Clearing Services, LLC
June 2009 - January 2022 · 12 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - July 2009 · 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - July 2009 · 1 mo
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
June 1996 - February 2006 · 9 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
March 1996 - February 2006 · 9 yrs 11 mos
State Registrations35 states
AKAZCACOCTDCDEFLGAIDILINKYMAMDMEMNNCNHNJNVNYOHOKORPASCTNTXVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.