Paige Alexa Ottenbrite
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 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
15 years in the industry.
- Raymond James Financial Services Advisors Inc.Aug 2026 to now
- Raymond James Financial Services Inc.Aug 2026 to now
- Rgwool LLCApr 2021 to now
- Shining Sea Private WealthApr 2011 to now
- Ameriprise Financial Services, LLCApr 2021 to Aug 2026
- Stifel, Nicolaus & Company, IncorporatedMay 2019 to Apr 2021
- Cco Capital, LLCNov 2018 to May 2019
- Cco Staffing, LLCNov 2018 to May 2019
- Charles Schwab & Co., Inc.Sep 2017 to Oct 2018
- Catalina InvestmentsSep 2016 to Dec 2016
- AlbertsonsMay 2015 to Sep 2017
Exams passed
- 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
- 6663350
- Firm CRD
- 149018