Alan J Graves
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Apr 2026 to now
- Raymond James Financial Services, Inc.Apr 2026 to now
- DoordashMar 2026 to Mar 2026
- Raymond James Financial Services Advisors, Inc.Apr 2025 to Feb 2026
- Raymond James Financial Services, Inc.Apr 2025 to Feb 2026
- Cetera Investment Advisers, LLCJun 2024 to Apr 2025
- Sunrise Wealth AdvisorsAug 2023 to Apr 2025
- Cetera AdvisorsJul 2023 to Apr 2025
- DoordashJul 2022 to Aug 2023
- Ameriprise Financial Services LLCAug 2021 to Apr 2023
- Trentham Santiago GroupAug 2021 to Apr 2023
- Orthopedic SpecialistsJun 2019 to Aug 2020
- University of Central FloridaMay 2018 to May 2023
- Clearwater Central Catholic High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7421336
- Firm CRD
- 149018