Erin Christine Champlin
Investment adviser representative at Raymond James Financial Services Advisors, Inc
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm 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 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
5 years in the industry.
- Raymond James Financial Services Advisors, IncNov 2022 to now
- Raymond James Financial Services, Inc.Dec 2021 to now
- Chessman Wealth StrategiesMay 2021 to Aug 2021
- First Bank of ManhattanJun 2020 to Jul 2020
- Ron Blue InstituteAug 2019 to Dec 2021
- Parmesans Wood Stone PizzaApr 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7493748
- Firm CRD
- 149018