FP
FP

Frances Povloski

18 Years of Experience
Jacksonville Beach, FL
Broker

Frances Povloski is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville Beach, FL, with 18 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

131 2nd Avenue North, Suite 100, Jacksonville Beach, FL, 32250

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Frances is the 100% owner of MCFS and BB Inc, used for payroll, business transaction tracking, and succession planning since 2015. She is also the proprietor/owner/financial advisor for MCFS and BB Inc DBA Beachside Wealth Partners, where business costs and payroll are managed; these activities take about a quarter to about half of Frances's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2009 - Present · 16 yrs 8 mos
Raymond James Financial Services, INC.Broker
February 2008 - Present · 18 yrs 3 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.