ME
ME

Monique Eatman

10 Years of Experience
St. Petersburg, FL
Broker

Monique Eatman 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

200 Central Avenue, 24th Floor, St. Petersburg, FL, 33701

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - November 2018 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - November 2018 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - September 2012 · 5 mos
State Registrations3 states
FLOHRI
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.
Monique Eatman - Financial Advisor | TrueAdvisor