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Andrew Buffington Fager

Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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

11 years in the industry.

  1. Raymond James Financial Services Advisors, IncApr 2025 to now
  2. Raymond James Financial Services, Inc.Feb 2025 to now
  3. UnemployedSep 2024 to Feb 2025
  4. Concurrent Investment Advisors LLCJun 2023 to Aug 2024
  5. Purshe Kaplan Sterling InvestmentsJun 2023 to Oct 2023
  6. Raymond James Financial Services, Inc.Feb 2022 to May 2023
  7. UnemployedJan 2022 to Feb 2022
  8. Raymond James & Associates Inc.Feb 2015 to Jan 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
5477411
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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