Business Description

Founded in 1974, Raymond James has been providing professional advice for over 30 years. At Raymond James we offer a wide array of financial services to suit all your investment needs. We advise in stocks, bonds, mutual funds, retirement planning, educational planning, and any other financial concern you may have. Please don't hesitate to call and I will assist you in any questions you may have.

General Information

Gender:

Male

CRD#:

62C8

Firm CRD#:

6EK

Insurance License#:

458805

Name of Broker/Dealer:

Raymond James

States Licensed in:

Louisiana

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors

Services

Investment Types:

Insurance, Annuities, Stocks, Bonds, Mutual Funds

Qualifications & Memberships

Securities Licenses:

Series 63, Series 7

Insurance and Annuity Licenses:

Health, Life

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

No Minimum

Compensation Methods:

Based on Assets, Commissions

Prepared By:

Cade Eskridge

Most Recent Update:

07/07/2008