Carissa Leimomi lai kah Chang
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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
10 years in the industry.
- Raymond James Financial Services Advisors, IncOct 2024 to now
- Service SpecialistAug 2020 to now
- First Hawaiian BankJun 2020 to now
- Raymond James Financial Services, Inc.Jun 2020 to now
- Northern Arizona UniversityJan 2020 to Jun 2020
- Tsuru Ton TanDec 2019 to Jan 2020
- Tsuru Ton TanMay 2019 to Aug 2019
- Northern Arizona UniversityJan 2019 to Dec 2019
- Tsuru Ton TanDec 2018 to Jan 2019
- Northern Arizona UniversityAug 2018 to Dec 2018
- Tsuru Ton TanMay 2018 to Aug 2018
- Northern Arizona UniversityAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (HI, 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
- 7124000
- Firm CRD
- 149018