Elizabeth A Green
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$501BFirm assets
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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 feeCommissions
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 & Associates, Inc.Feb 2024 to now
- Gulfside BankMay 2021 to Feb 2024
- LPL Financial LLCMay 2021 to Feb 2024
- Truist Advisory Services, Inc.Feb 2021 to May 2021
- Truist Investment Services, Inc.Feb 2021 to May 2021
- Bb&tDec 2018 to Feb 2021
- Bb&t Securities, LLCDec 2018 to Feb 2021
- Morgan Stanley Smith Barney LLCMar 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 5152393
- Firm CRD
- 705