Philip Joseph Lafreniere
Investment adviser representative at Raymond James & Associates, Inc.
15 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
15 years in the industry.
- Raymond James & Associates, Inc.Jul 2023 to now
- Coach Piper LLC dba Pipeline SwimmingJun 2023 to Dec 2023
- CognizantSep 2022 to Jul 2023
- JeenieApr 2022 to Aug 2022
- J.D. PowerMar 2022 to Apr 2022
- Oracle CernerFeb 2011 to Mar 2022
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 (FL, 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
- 7779555
- Firm CRD
- 705