AZ
AZ

Aimee Zedlitz

26 Years of Experience
Dallas, TX
Broker

Aimee Zedlitz is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 26 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

5956 Sherry Lane, Suite 1900, Dallas, TX, 75225

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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.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2009 - February 2013 · 4 yrs 1 mo
Morgan Keegan & Company, INC.Broker
January 2009 - February 2013 · 4 yrs 1 mo
Citigroup Global Markets INC.
September 1999 - February 2009 · 9 yrs 5 mos
Citigroup Global Markets INC.Broker
September 1999 - February 2009 · 9 yrs 5 mos
State Registrations23 states
CACOCTFLIDILINKSKYMAMDMIMSMTNCNMNYOKRISCTNTXVA
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.
Aimee Zedlitz - Financial Advisor | TrueAdvisor