AC
CFP
AC
CFP

Austin Cone

11 Years of Experience
Chattanooga, TN
Broker

Austin Cone is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 11 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

1200 Premier Drive, Suite 100, Chattanooga, TN, 37421

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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

Austin works as an advisor at Round Table Advisors in Chattanooga, TN since 2021. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
August 2014 - March 2021 · 6 yrs 7 mos
Raymond James & Associates, INC.Broker
July 2014 - March 2021 · 6 yrs 8 mos
State Registrations15 states
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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.