Elizabeth Hartman
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$501BFirm assets
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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.Dec 2024 to now
- Edward JonesJan 2019 to Dec 2024
- Tricor Industries (contractor for Department of State)Oct 2018 to Jan 2019
- One Federal Solution (contractor for Department of State)Dec 2017 to Oct 2018
- United States Department of StateJul 2017 to Sep 2017
- Penn State UniversityAug 2016 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7056845
- Firm CRD
- 705