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Aimi Eastman

3 Years of Experience
Wichita Falls, TX
Broker

Aimi Eastman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wichita Falls, TX, with 3 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

Wichita Falls, TX

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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

Aimi co-owns rental real estate property with her husband since 2022, and communicates with the property manager and tenant monthly. This activity requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2023 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 8 mos
State Registrations18 states
AKALAZCOFLIDMDMONCNYOHORRITNTXVAWAWI
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.
Aimi Eastman - Financial Advisor | TrueAdvisor