PL
PL

Philip Lafreniere

2 Years of Experience
Tampa, FL
Broker

Philip Lafreniere is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Philip is an assistant swim coach for Pipeline Swim Team, dedicating a few hours per week to this activity. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2023 - Present · 2 yrs 10 mos
Raymond James & Associates, INC.
July 2023 - Present · 2 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2023 - Present · 2 yrs 10 mos
State Registrations9 states
COFLGAKSMAMORITXVA
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.