AS
CFP
AS
CFP

Arica Savannah

23 Years of Experience
Frisco, TX
Broker

Arica Savannah is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, with 23 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

6303 Cowboys Way, Suite 425, Frisco, TX, 75034

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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 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - April 2024 · 11 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2024 · 11 yrs 6 mos
Chase Investment Services CORP.
April 2011 - October 2012 · 1 yr 6 mos
Chase Investment Services CORP.Broker
April 2011 - October 2012 · 1 yr 6 mos
Strategic Advisers, INC.
March 2004 - June 2009 · 5 yrs 3 mos
Fidelity Brokerage Services LLCBroker
September 2000 - June 2009 · 8 yrs 9 mos
State Registrations1 state
TX
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.