PP
ChFC
PP
ChFC

Paige Passerallo

21 Years of Experience
Charlotte, NC
Broker

Paige Passerallo is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, 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

3420 Toringdon Way, Suite 510, Charlotte, NC, 28277

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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

Paige assists with a local team to host an annual fundraiser for at-risk girls at Our Little Roses home in Honduras. She dedicates a few hours per week to this non-profit charitable organization.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - September 2019 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2004 - September 2019 · 14 yrs 11 mos
Uvest Financial Services Group, INC.Broker
September 2004 - September 2004 · 0 mos
State Registrations12 states
CAFLGAMDMINCNJNYSCTXWAWI
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.