Bart William Little
Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Bart William Little? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Raymond James Financial Services Advisors, Inc.Aug 2025 to now
- Raymond James Financial Services, Inc.Aug 2025 to now
- Ohio EntertainmentOct 2023 to now
- Commonwealth Financial NetworkMar 2010 to Aug 2025
- Sterling Wealth ManagementMar 2010 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (OH).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2743441
- Firm CRD
- 149018