Leianne Maree Erhart
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 feeCommissions
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 & Associates, Inc.May 2023 to now
- Raymond James Financial Services Advisors, IncDec 2022 to May 2023
- Raymond James Financial Services, IncSep 2022 to May 2023
- Franklin Distributors, LLCJul 2021 to Sep 2022
- Franklin Templeton Distributors Inc.Oct 2019 to Jul 2021
- Franklin Templeton Investor Services LLCApr 2018 to Oct 2019
- AldoOct 2017 to Apr 2018
- Lucky Brand JeansJun 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6940520
- Firm CRD
- 705