Ian M Mccann
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 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
11 years in the industry.
- Raymond James & Associates, Inc.Apr 2025 to now
- UnemployedFeb 2025 to Apr 2025
- Trinity Wealth Securities, LLCJul 2023 to Feb 2025
- Florida Financial Advisors dba Tristate Financial AdvisorsMay 2023 to Feb 2025
- Carolina Ale HouseJun 2021 to Aug 2021
- Coastal Carolina UniversityAug 2019 to May 2023
- Boston Pie Inc.Dec 2017 to Aug 2020
- Saint Thomas Aquinas High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7750799
- Firm CRD
- 705