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Aaron Louisell

Investment adviser representative at Raymond James & Associates, Inc.
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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

25 years in the industry.

  1. Raymond James & Associates, Inc.Sep 2024 to now
  2. Edward JonesJun 2021 to Sep 2024
  3. Holland Home Inc.Nov 2020 to Jun 2021
  4. Nylife Securities LLCJul 2020 to Oct 2020
  5. New York Life Insurance CompanyMay 2020 to Oct 2020
  6. UnemployedJan 2020 to Feb 2020
  7. Diamond Concrete SawingOct 2001 to Dec 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (MI, 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
7256508
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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