Beau Riggs
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jul 2022 to now
- Raymond James Financial Services, Inc.Jul 2022 to now
- Rise Fitness StudioFeb 2019 to now
- Crux Wealth AdvisorsJul 2022 to May 2024
- LPL Financial LLCJun 2017 to Jul 2022
- Key Investment Services LLCDec 2016 to May 2017
- KeybankSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6337177
- Firm CRD
- 149018