Thera Michelle Elliott
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Boca Raton Financial PlannersMay 2024 to now
- Raymond James Financial Services Advisors, Inc.Mar 2024 to now
- Raymond James Financial Services, Inc.Mar 2024 to now
- Wells Fargo Clearing Services, LLCSep 2011 to Mar 2024
- Wells Fargo Advisors LLCSep 2011 to Nov 2016
- Wells Fargo Bank NAApr 2008 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 5979614
- Firm CRD
- 149018