Ursula Chavez is a registered investment advisor at Raymond James & Associates, INC., based in Miami, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ursula has 50% ownership in Fuselart LLC, a furniture design and sales business, since 2021. This activity takes about 10-20% of Ursula's time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations16 states
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