Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
22 advisors
Number of Clients
3 clients
Average Client Portfolio
$5.5B average
Assets Under Management
$16.4B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

Treasure Island, FL

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Investment Management
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Carillon Fund Distributors, INC.Broker
November 2017 - May 2025 · 7 yrs 6 mos
Umb Distribution Services, LLCBroker
May 2014 - November 2017 · 3 yrs 6 mos
Scout Investments, INC.
May 2014 - November 2017 · 3 yrs 6 mos
T. Rowe Price Advisory Services, INC.
April 2009 - October 2012 · 3 yrs 6 mos
T. Rowe Price Advisory Services, INC.
July 2007 - March 2009 · 1 yr 8 mos
T. Rowe Price Investment Services, INC.Broker
October 2006 - May 2014 · 7 yrs 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.