ME
CFP
ME
CFP

My Edmonds

25 Years of Experience
St. Petersburg, FL
Broker

My Edmonds is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, 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

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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Other Business Activities

My is a board member and finance/investment committee member for Gulf Coast JFCS, a non-profit organization, dedicating a few hours per week. My also owns rental real estate properties, spending about 10-20% of their time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2016 - Present · 9 yrs 9 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
June 2012 - February 2013 · 8 mos
Ridgeworth Distributors LLCBroker
January 2012 - June 2012 · 5 mos
Morgan Keegan & Company, INC.Broker
March 2002 - December 2011 · 9 yrs 9 mos
UBS Painewebber INC.Broker
December 2000 - March 2002 · 1 yr 3 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.
My Edmonds - Financial Advisor | TrueAdvisor