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Beth Maus

22 Years of Experience
St. Petersburg, FL
Broker

Beth Maus is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 22 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

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.

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 Financial Services Advisors, INC
June 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services, INC.
June 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Raymond James & Associates, INC.Broker
March 2019 - February 2022 · 2 yrs 11 mos
Fsc Securities Corporation
October 2017 - June 2018 · 8 mos
Fsc Securities CorporationBroker
March 2017 - June 2018 · 1 yr 3 mos
Invest Financial Corporation
August 2015 - March 2017 · 1 yr 7 mos
Invest Financial CorporationBroker
August 2015 - March 2017 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2010 - June 2015 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - June 2015 · 5 yrs 6 mos
Wunderlich Securities, INC.Broker
June 2008 - December 2009 · 1 yr 6 mos
Brown Brothers Harriman & CO.Broker
November 2002 - June 2006 · 3 yrs 7 mos
RBC Dain Rauscher INC.Broker
December 2001 - October 2002 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Beth Maus - Financial Advisor | TrueAdvisor