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Merissa Brinkerhoff

19 Years of Experience
Saint Petersburg, FL
1 DisclosureBroker

Merissa Brinkerhoff is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 19 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

880 Carillon Parkway, Saint Petersburg, FL, 33716

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History

Regulatory History (1)
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Customer Dispute
August 2009
Settled
Other Business Activities

Merissa works as a financial advisor for Desert Financial Credit Union and Desert Financial Wealth Management since 2021. She dedicates about half of her time to each role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2021 - Present · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
December 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wright Wealth Management Group
September 2015 - February 2022 · 6 yrs 5 mos
Center Street Securities, INC.Broker
August 2015 - December 2021 · 6 yrs 4 mos
Bbva Securities INC.Broker
August 2014 - August 2015 · 1 yr
Bbva Wealth Solutions INC.
October 2010 - June 2012 · 1 yr 8 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INCBroker
March 2004 - June 2012 · 8 yrs 3 mos
State Registrations8 states
AZCACOIDMDMNTXUT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.