Drake Medeiros
Drake Medeiros is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Santa Rosa, CA, 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
Firm Size
IM Fee
Assets Under Management
Location
2500 Mendocino Avenue, Suite C, Santa Rosa, CA, 95403
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Regulatory History (1)
Customer Dispute
July 2024Other Business Activities
Drake works as an associate/employee providing financial advice to members at Addison Avenue Investment Services and First Tech Federal Credit Union. Both roles take about half of Drake's time and are investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations33 states
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.