Cynthia Maire bourdeau Gifford
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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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
10 years in the industry.
- Raymond James Financial Services Advisors, IncFeb 2022 to now
- Raymond James Financial Services, IncFeb 2022 to now
- Pinnacle Financial Partners/ Pinnacle BankJun 2021 to Feb 2022
- Bbva Wealth Solutions Inc.Nov 2017 to May 2021
- Bbva Securities Inc.May 2017 to May 2021
- Compass BankApr 2017 to May 2021
- First Commerical BankAug 2016 to Apr 2017
- Synovus Securities, Inc.Aug 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 3246115
- Firm CRD
- 149018