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Alexis Guilbeau
10 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
Alexis Guilbeau is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 10 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
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
Regulatory History (1)
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Financial
September 2016Final
Other Business Activities
Alexis owns and operates Alexis Bakes, a baking business, since 2020. She spends about 10-20% of her time on this activity, with no time spent during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2023 - Present · 2 yrs 7 mos
Raymond James & Associates, INC.
July 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Raymond James & Associates, INC.
January 2020 - July 2022 · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2020 - July 2022 · 2 yrs 6 mos
Ameriprise Financial Services, INC.Broker
March 2019 - January 2020 · 10 mos
Ameriprise Financial Services, INC.
February 2019 - January 2020 · 11 mos
Raymond James & Associates, INC.
January 2016 - February 2017 · 1 yr 1 mo
Raymond James & Associates, INC.Broker
January 2016 - February 2017 · 1 yr 1 mo
Northwestern Mutual Investment Services, LLCBroker
May 2015 - August 2015 · 3 mos
Northwestern Mutual Investment Services,llc
May 2015 - August 2015 · 3 mos
Northwestern Mutual Investment Services,llc
November 2013 - March 2014 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
June 2012 - March 2014 · 1 yr 9 mos
State Registrations4 states
AZFLLATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.