AS
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Austin Schulz

5 Years of Experience
Metairie, LA
Broker

Austin Schulz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Metairie, LA, with 5 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

110 Veterans Memorial Boulevard, Metairie, LA, 70005

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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 associate/employee providing administrative support for Charles Genois & Co. and Impera Wealth Management LLC. He dedicates minimal time to each of these roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
December 2020 - Present · 5 yrs 5 mos
State Registrations3 states
LAMSTX
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.
Austin Schulz - Financial Advisor | TrueAdvisor