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CFP
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CFP

Autumn Sowders

Raymond James Financial Services Advisors, INC
12 Years of Experience
Bel Air, MD
Broker
View SEC Summary
View SEC Summary

Autumn Sowders is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bel Air, MD, with 12 years of industry experience. Autumn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

602 S Atwood Road, Suite 208, Bel Air, MD, 21014

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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

Autumn is the single member owner of AS Industries LLC, a support company, dedicating minimal time to it. She is also a Certified Divorce Financial Analyst at Crescendo Financial Group, spending about 10-20% of her time on this investment-related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2024 - Present · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - February 2024 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - February 2024 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2014 - January 2015 · 11 mos
State Registrations15 states
DEFLGAKSLAMDMINCNJPARISCTXVAVT
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.
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