Iris Porush
Iris Porush is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, VA, 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
Firm Size
IM Fee
Assets Under Management
Location
205 N Boundary Street, Williamsburg, VA, 23185
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Iris is an owner of Legacy Financial Group LLC, a support company, dedicating minimal time. She also serves as a board and committee member for Williamsburg Community Foundation, a non-profit, spending minimal time reviewing the operating budget and investment manager updates.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Capital Brokerage CorporationBroker
State Registrations1 state
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