Felicia Chauntal Salfran
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 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
15 years in the industry.
- Raymond James Financial Services Advisors, IncMar 2021 to now
- Raymond James & AssociatesMar 2019 to now
- Bank of America, N.A.May 2018 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2017 to Mar 2019
- Raymond James & AssociatesMar 2017 to Nov 2017
- Merrill LynchAug 2016 to Mar 2017
- University of South FloridaAug 2011 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6694671
- Firm CRD
- 149018