Terri Suzanne Beaudoin
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2026 to now
- Raymond James Financial Services, Inc.Jun 2026 to now
- UnemployedSep 2025 to May 2026
- RBC Capital Markets, LLCFeb 2022 to Sep 2025
- Purshe Kaplan Sterling InvestmentsJun 2021 to Jan 2022
- UnemployedApr 2021 to Jun 2021
- Purshe Kaplan Sterling InvestmentsNov 2018 to Apr 2021
- Northern Rivers Family of ServiceJun 2018 to Nov 2018
- Nexus Staffing SolutionsMay 2018 to Jun 2018
- Nys OgsMay 2017 to Apr 2018
- Accustaff/randstadAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7054696
- Firm CRD
- 149018