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Ascenza Meyer

12 Years of Experience
Towson, MD
Broker

Ascenza Meyer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Towson, MD, with 12 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

505 Baltimore Avenue, Towson, MD, 21204

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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

Ascenza works as support staff for Fusco Financial Associates. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2013 - Present · 12 yrs 6 mos
Raymond James Financial Services, INC.Broker
July 2013 - Present · 12 yrs 10 mos
State Registrations1 state
MD
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.