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Autumn Bonsall

20 Years of Experience
Saint Petersburg, FL
Broker

Autumn Bonsall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 20 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
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

Autumn is a committee member and board member for Jobsite Theater, a non-profit organization, since 2022. She dedicates a few hours per week to overseeing audience development and fundraising plans.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2009 - Present · 17 yrs 2 mos
Raymond James Financial Services, INC.
April 2005 - Present · 21 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2005 - Present · 21 yrs 1 mo
Previous Registrations
Raymond James Financial Services
February 2008 - October 2009 · 1 yr 8 mos
State Registrations1 state
FL
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.
Autumn Bonsall - Financial Advisor | TrueAdvisor