Safiya Upchurch
Safiya Upchurch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlotte, NC, 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
Firm Size
IM Fee
Assets Under Management
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Carolinas Wealth Consulting LLC
Carolinas Investment Consulting LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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