Loretta Strong
Loretta Strong is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Francisco, CA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1160 Battery St, Fl 1 E, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2011Employment Separation After Allegations
November 2010Other Business Activities
Loretta works as an independent contractor for Elevon Wealth Mgt, advising and servicing existing clients of her Raymond James practice. This activity requires a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Ifmg Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations8 states
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.