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Sally Ramsey

25 Years of Experience
Memphis, TN
Broker

Sally Ramsey is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 25 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

1100 Ridgeway Loop Road, Suite 500, Memphis, TN, 38120

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2012 - Present · 14 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2012 - Present · 14 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
March 2004 - March 2013 · 9 yrs
Morgan Keegan & Company, INC.Broker
June 2000 - March 2013 · 12 yrs 9 mos
State Registrations29 states
AKALARAZCACOCTFLGAIAILINKSKYLAMAMSNCNHNJNYOHORPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.