Cassidy Marie Ballard
Investment adviser representative at Raymond James Financial Services Advisors, Inc
21 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
21 years in the industry.
- Raymond James Financial Services Advisors, IncMay 2026 to now
- Raymond James Financial Services, Inc.Mar 2026 to now
- UnemployedJan 2026 to Mar 2026
- Urban Financial Advisory CorporationMay 2023 to Dec 2025
- UnemployedFeb 2023 to May 2023
- Raymond James Financial Services AdvisorsJun 2022 to Jan 2023
- Ballard Wealth GroupSep 2021 to Jan 2023
- Raymond James Financial Services, Inc.Sep 2021 to Jan 2023
- Pf ChangsOct 2019 to Aug 2021
- Eagle Eye Golf & Banquet CenterApr 2019 to Aug 2019
- Michigan State UniversityAug 2018 to Dec 2021
- City of East LansingMay 2018 to Mar 2019
- Laingsburg Community SchoolsSep 2005 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7446110
- Firm CRD
- 149018