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Candis Brown

21 Years of Experience
St. Petersburg, FL
Broker

Candis Brown is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 21 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

Candis is a limited partner in Cunningham Cabins, LP, a family business involving rental real estate. She assists with property management and renting the cabins, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2018 - December 2018 · 11 mos
Morgan Keegan & Company, INC.
February 2007 - February 2013 · 6 yrs
Morgan Keegan & Company, INC.Broker
February 2007 - February 2013 · 6 yrs
Morgan Keegan & Company, INC.Broker
February 2007 - February 2007 · 0 mos
Amsouth Investment Management Company LLC
November 2005 - February 2007 · 1 yr 3 mos
Amsouth Investment Services, INC.Broker
October 2004 - February 2007 · 2 yrs 4 mos
State Registrations1 state
TN
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.
Candis Brown - Financial Advisor | TrueAdvisor