SP
SP

Sibonee Pease

11 Years of Experience
Atlanta, GA
1 DisclosureBroker

Sibonee Pease is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, 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
Loading...

Location

400 Perimeter Center Terrace, Suite 850, Atlanta, GA, 30346

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2017
Other Business Activities

Sibonee coaches people through fitness and health journeys on the BODi platform, dedicating a few hours per week. She is also an associate/employee and lead advisor at Harmon Financial Advisors, and an owner/proprietor of Health is Wealth 360, where she is a health coach.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2017 - Present · 8 yrs 11 mos
Raymond James Financial Services, INC.Broker
July 2017 - Present · 9 yrs
Previous Registrations
Strategic Advisers, INC.
May 2016 - May 2017 · 1 yr
Fidelity Brokerage Services LLCBroker
October 2014 - May 2017 · 2 yrs 7 mos
State Registrations1 state
GA
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.