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Naomi Abrams

19 Years of Experience
St. Petersburg, FL
Broker

Naomi Abrams is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 19 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

Naomi acts as Power of Attorney and Personal Representative for her mother. She also occasionally assists with administrative tasks for Mulligans Plaza, LLC, a business owned by her parents, for which she receives no compensation, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.Broker
August 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.
August 2017 - Present · 9 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
March 2010 - August 2017 · 7 yrs 5 mos
RBC Capital Markets, LLCBroker
March 2006 - August 2017 · 11 yrs 5 mos
State Registrations1 state
FL
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.