CRD# 2247685
Equitable Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 1817336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Pikesville, MD | Sep 2023 - Current | < 1 |
| Sagepoint Financial | Pikesville, MD | Aug 2022 - Sep 2023 | 1 |
| Lincoln Financial Advisors Corporation | Lutherville, MD | Jan 2015 - Aug 2022 | 7 |
| Lincoln National | Lutherville, MD | Oct 2014 - Jul 2022 | 7 |
| Financing Factory | Hunt Valley, MD | Jan 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- MD
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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