Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
5579 advisors
Number of Clients
507,212 clients
Average Client Portfolio
$855K average
Assets Under Management
$433.8B

Fee Structure

Minimum Investment:$5K
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Location

1950 Opportunity Way, Ste 950, Reston, VA, 20190

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2025 - Present · 10 mos
Raymond James & Associates, INC.
February 2025 - Present · 1 yr
Raymond James & Associates, INC.Broker
February 2025 - Present · 1 yr
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.