AP
AP

Alison Paulseth-Bautch

3 Years of Experience
Saint Petersburg, FL
Broker

Alison Paulseth-Bautch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, 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

880 Carillon Parkway, Saint Petersburg, FL, 33716

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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

Alison works as a financial advisor for Ascential Wealth Advisors, dedicating about half of her time to this role. She also owns raw land enrolled in the Minnesota Department of Natural Resources Forest Stewardship Program, but spends minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2023 - Present · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
State Registrations19 states
AKALAZCOCTFLIAILMEMIMNMTNDNYOHSDTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.