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Cinnamon Chaney

29 Years of Experience
St. Petersburg, FL
Broker

Cinnamon Chaney is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 29 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Cinnamon owns a rental property since 2016, managed by a property management company. She spends minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2016 - Present · 10 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2016 - Present · 10 yrs 1 mo
Raymond James & Associates, INC.
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
August 2005 - March 2016 · 10 yrs 7 mos
UBS Financial Services INC.
August 2005 - March 2016 · 10 yrs 7 mos
Banc of America Investment Services, INC.
November 2002 - August 2005 · 2 yrs 9 mos
Banc of America Investment Services, INC.Broker
July 1999 - August 2005 · 6 yrs 1 mo
Ba Investment Services, INC.Broker
November 1996 - July 1999 · 2 yrs 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.