Rosemary Guilfoyle
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Feb 2024 to now
- Raymond James Financial Services, Inc.Feb 2024 to now
- Cetera Advisor Networks LLCJun 2023 to Feb 2024
- Cetera Investment Advisers LLCJun 2023 to Feb 2024
- Evershore Financial GroupNov 2022 to Feb 2024
- Minnesota Life Insurance CoNov 2022 to Aug 2023
- Securian Financial Services IncNov 2022 to Aug 2023
- Pruco Securities, LLC.Jun 2021 to Oct 2022
- Prudential Insurance Company of AmericaJun 2021 to Oct 2022
- Nylife Securities LLCSep 2014 to Jun 2021
- New York Life Insurance IncMar 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 5988790
- Firm CRD
- 149018